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 | $25,149 | $100,773-75.0% | $88,946-71.7% | $142,382-82.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 24.81% | 70.18%-45.4pp | 57.82%-33.0pp | 217.08%-192.3pp |
| Employer contribution / active EE | $965 | $2,918-66.9% | $2,555-62.2% | $4,299-77.6% |
| Participant deferral / active EE | $6,731 | $5,230+28.7% | $4,581+46.9% | $6,507+3.4% |
| Admin fee / account holder | $38 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |