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 | $11,948 | $74,888-84.0% | $71,209-83.2% | $142,382-91.6% |
| Participation rate | 73.9% | 76.2%-2.3pp | 73.8%+0.2pp | 80.1%-6.2pp |
| Annual return | 46.13% | 345.14%-299.0pp | 282.51%-236.4pp | 217.08%-170.9pp |
| Employer contribution / active EE | $613 | $2,854-78.5% | $2,721-77.5% | $4,299-85.7% |
| Participant deferral / active EE | $1,903 | $4,454-57.3% | $4,175-54.4% | $6,507-70.8% |
| Admin fee / account holder | $95 | $5,568-98.3% | $5,349-98.2% | $12,624-99.2% |