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 | $6,277 | $109,982-94.3% | $97,226-93.5% | $145,922-95.7% |
| Participation rate | 72.2% | 75.9%-3.7pp | 72.7%-0.5pp | 80.3%-8.1pp |
| Annual return | 14.46% | 242.90%-228.4pp | 75.13%-60.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,000 | $3,084-67.6% | $2,729-63.3% | $4,660-78.5% |
| Participant deferral / active EE | $1,193 | $4,676-74.5% | $4,264-72.0% | $6,688-82.2% |
| Admin fee / account holder | $164 | $6,221-97.4% | $5,654-97.1% | $13,397-98.8% |