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 5-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 | $3,987 | $72,071-94.5% | $68,368-94.2% | $137,256-97.1% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.0%-1.7pp |
| Annual return | 25.49% | 353.14%-327.7pp | 292.57%-267.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $500 | $2,788-82.1% | $2,649-81.1% | $4,156-88.0% |
| Participant deferral / active EE | $886 | $4,410-79.9% | $4,123-78.5% | $6,407-86.2% |
| Admin fee / account holder | $133 | $5,336-97.5% | $5,150-97.4% | $12,270-98.9% |