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 | $106,584-64.9% | $101,326-63.1% | $142,382-73.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.88% | 36.93%-19.0pp | 36.82%-18.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $320 | $3,956-91.9% | $3,665-91.3% | $4,299-92.6% |
| Participant deferral / active EE | $4,400 | $8,297-47.0% | $7,994-45.0% | $6,507-32.4% |
| Admin fee / account holder | $134 | $11,446-98.8% | $11,185-98.8% | $12,624-98.9% |