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 | $37,399 | $100,970-63.0% | $96,576-61.3% | $137,256-72.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.88% | 38.16%-20.3pp | 38.47%-20.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $320 | $3,809-91.6% | $3,553-91.0% | $4,156-92.3% |
| Participant deferral / active EE | $4,400 | $8,286-46.9% | $7,956-44.7% | $6,407-31.3% |
| Admin fee / account holder | $134 | $11,312-98.8% | $11,381-98.8% | $12,270-98.9% |