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 | $7,363 | $80,717-90.9% | $154,803-95.2% | $84,808-91.3% |
| Participation rate | 76.1% | 66.8%+9.3pp | 78.1%-2.0pp | 68.3%+7.8pp |
| Annual return | 21.21% | 37.96%-16.7pp | 58.88%-37.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,039 | $3,303-38.3% | $5,540-63.2% | $4,212-51.6% |
| Admin fee / account holder | $297 | $6,746-95.6% | $14,329-97.9% | $7,344-96.0% |