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 | $7,319 | $100,773-92.7% | $88,946-91.8% | $142,382-94.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.29% | 70.18%-47.9pp | 57.82%-35.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $434 | $2,918-85.1% | $2,555-83.0% | $4,299-89.9% |
| Participant deferral / active EE | $2,770 | $5,230-47.0% | $4,581-39.5% | $6,507-57.4% |
| Admin fee / account holder | $44 | $9,693-99.5% | $8,261-99.5% | $12,624-99.7% |