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 | $72,071-91.9% | $68,368-91.5% | $137,256-95.7% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.0%+14.2pp |
| Annual return | 31.14% | 353.14%-322.0pp | 292.57%-261.4pp | 220.34%-189.2pp |
| Employer contribution / active EE | $1,076 | $2,788-61.4% | $2,649-59.4% | $4,156-74.1% |
| Participant deferral / active EE | $1,458 | $4,410-66.9% | $4,123-64.6% | $6,407-77.2% |
| Admin fee / account holder | $26 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |