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 4-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 | $6,394 | $109,982-94.2% | $97,226-93.4% | $145,922-95.6% |
| Participation rate | 76.5% | 75.9%+0.5pp | 72.7%+3.8pp | 80.3%-3.8pp |
| Annual return | 15.60% | 242.90%-227.3pp | 75.13%-59.5pp | 561.29%-545.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,147 | $4,676-54.1% | $4,264-49.6% | $6,688-67.9% |
| Admin fee / account holder | $83 | $6,221-98.7% | $5,654-98.5% | $13,397-99.4% |