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 | $10,643 | $70,756-85.0% | $65,493-83.7% | $142,382-92.5% |
| Participation rate | 81.3% | 77.4%+3.9pp | 73.1%+8.2pp | 80.1%+1.1pp |
| Annual return | 22.26% | 1754.89%-1732.6pp | 982.45%-960.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,438 | $2,881-50.1% | $2,574-44.2% | $4,299-66.6% |
| Participant deferral / active EE | $2,149 | $4,637-53.7% | $3,961-45.7% | $6,507-67.0% |
| Admin fee / account holder | $62 | $6,559-99.1% | $5,028-98.8% | $12,624-99.5% |