See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,262 | $60,892-79.9% | $82,389-85.1% | $84,808-85.5% |
| Participation rate | 87.0% | 63.3%+23.7pp | 69.5%+17.4pp | 68.3%+18.6pp |
| Annual return | 25.91% | 37.29%-11.4pp | 28.67%-2.8pp | 40.90%-15.0pp |
| Employer contribution / active EE | $1,057 | $1,779-40.6% | $2,517-58.0% | $2,631-59.8% |
| Participant deferral / active EE | $4,620 | $3,179+45.3% | $4,155+11.2% | $4,212+9.7% |
| Admin fee / account holder | $93 | $5,467-98.3% | $7,231-98.7% | $7,344-98.7% |