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 | $74,888-95.0% | $71,209-94.7% | $142,382-97.4% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 23.10% | 345.14%-322.0pp | 282.51%-259.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $530 | $2,854-81.4% | $2,721-80.5% | $4,299-87.7% |
| Participant deferral / active EE | $852 | $4,454-80.9% | $4,175-79.6% | $6,507-86.9% |
| Admin fee / account holder | $77 | $5,568-98.6% | $5,349-98.6% | $12,624-99.4% |