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 | $3,461 | $88,751-96.1% | $81,812-95.8% | $145,922-97.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 18.02% | 1025.40%-1007.4pp | 773.79%-755.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,002 | $3,083-67.5% | $2,912-65.6% | $4,660-78.5% |
| Participant deferral / active EE | $894 | $4,643-80.7% | $4,319-79.3% | $6,688-86.6% |
| Admin fee / account holder | $101 | $8,415-98.8% | $7,386-98.6% | $13,397-99.2% |