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 4-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 | $4,059 | $70,756-94.3% | $65,493-93.8% | $142,382-97.1% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 21.06% | 1754.89%-1733.8pp | 982.45%-961.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $784 | $2,881-72.8% | $2,574-69.5% | $4,299-81.8% |
| Participant deferral / active EE | $890 | $4,637-80.8% | $3,961-77.5% | $6,507-86.3% |
| Admin fee / account holder | $227 | $6,559-96.5% | $5,028-95.5% | $12,624-98.2% |