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 5-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 | $7,620 | $58,208-86.9% | $81,812-90.7% | $80,856-90.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.11% | 41.66%-27.5pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $386 | $2,340-83.5% | $2,912-86.7% | $2,755-86.0% |
| Participant deferral / active EE | $3,095 | $3,281-5.7% | $4,319-28.3% | $4,296-28.0% |
| Admin fee / account holder | $235 | $4,981-95.3% | $7,386-96.8% | $6,918-96.6% |