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 | $12,643 | $80,717-84.3% | $154,803-91.8% | $84,808-85.1% |
| Participation rate | 91.1% | 66.8%+24.3pp | 78.1%+13.0pp | 68.3%+22.8pp |
| Annual return | 24.87% | 37.96%-13.1pp | 58.88%-34.0pp | 40.90%-16.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,915 | $3,303+18.5% | $5,540-29.3% | $4,212-7.0% |
| Admin fee / account holder | $127 | $6,746-98.1% | $14,329-99.1% | $7,344-98.3% |