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 | $7,491 | $100,773-92.6% | $88,946-91.6% | $142,382-94.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 29.37% | 70.18%-40.8pp | 57.82%-28.5pp | 217.08%-187.7pp |
| Employer contribution / active EE | $752 | $2,918-74.2% | $2,555-70.6% | $4,299-82.5% |
| Participant deferral / active EE | $4,485 | $5,230-14.2% | $4,581-2.1% | $6,507-31.1% |
| Admin fee / account holder | $13 | $9,693-99.9% | $8,261-99.8% | $12,624-99.9% |