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 | $16,847 | $100,773-83.3% | $88,946-81.1% | $142,382-88.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 27.14% | 70.18%-43.0pp | 57.82%-30.7pp | 217.08%-189.9pp |
| Employer contribution / active EE | $1,424 | $2,918-51.2% | $2,555-44.3% | $4,299-66.9% |
| Participant deferral / active EE | $3,715 | $5,230-29.0% | $4,581-18.9% | $6,507-42.9% |
| Admin fee / account holder | $53 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |