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 | $8,766 | $72,071-87.8% | $68,368-87.2% | $137,256-93.6% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.0%+6.7pp |
| Annual return | 31.12% | 353.14%-322.0pp | 292.57%-261.5pp | 220.34%-189.2pp |
| Employer contribution / active EE | $1,827 | $2,788-34.5% | $2,649-31.0% | $4,156-56.0% |
| Participant deferral / active EE | $1,985 | $4,410-55.0% | $4,123-51.9% | $6,407-69.0% |
| Admin fee / account holder | $83 | $5,336-98.4% | $5,150-98.4% | $12,270-99.3% |