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 | $5,835 | $74,888-92.2% | $71,209-91.8% | $142,382-95.9% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 31.14% | 345.14%-314.0pp | 282.51%-251.4pp | 217.08%-185.9pp |
| Employer contribution / active EE | $1,076 | $2,854-62.3% | $2,721-60.4% | $4,299-75.0% |
| Participant deferral / active EE | $1,458 | $4,454-67.3% | $4,175-65.1% | $6,507-77.6% |
| Admin fee / account holder | $26 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |