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 | $3,770 | $72,071-94.8% | $68,368-94.5% | $137,256-97.3% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 23.10% | 353.14%-330.0pp | 292.57%-269.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $530 | $2,788-81.0% | $2,649-80.0% | $4,156-87.2% |
| Participant deferral / active EE | $852 | $4,410-80.7% | $4,123-79.3% | $6,407-86.7% |
| Admin fee / account holder | $77 | $5,336-98.6% | $5,150-98.5% | $12,270-99.4% |