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 | $7,470 | $95,266-92.2% | $82,389-90.9% | $142,382-94.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.30% | 25.74%-7.4pp | 28.67%-10.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,090 | $2,991-63.6% | $2,517-56.7% | $4,299-74.7% |
| Participant deferral / active EE | $1,401 | $4,809-70.9% | $4,155-66.3% | $6,507-78.5% |
| Admin fee / account holder | $161 | $8,563-98.1% | $7,231-97.8% | $12,624-98.7% |