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 | $6,577 | $57,590-88.6% | $86,233-92.4% | $82,448-92.0% |
| Participation rate | 97.6% | 57.9%+39.7pp | 69.0%+28.5pp | 68.1%+29.5pp |
| Annual return | 21.96% | 22.41%-0.5pp | 61.39%-39.4pp | 41.64%-19.7pp |
| Employer contribution / active EE | $732 | $1,655-55.8% | $2,504-70.8% | $2,551-71.3% |
| Participant deferral / active EE | $1,728 | $3,080-43.9% | $4,559-62.1% | $4,139-58.3% |
| Admin fee / account holder | $269 | $4,730-94.3% | $8,342-96.8% | $7,234-96.3% |