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 | $6,537 | $74,888-91.3% | $71,209-90.8% | $142,382-95.4% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.8%+16.7pp | 80.1%+10.4pp |
| Annual return | 23.41% | 345.14%-321.7pp | 282.51%-259.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $771 | $2,854-73.0% | $2,721-71.7% | $4,299-82.1% |
| Participant deferral / active EE | $1,349 | $4,454-69.7% | $4,175-67.7% | $6,507-79.3% |
| Admin fee / account holder | $32 | $5,568-99.4% | $5,349-99.4% | $12,624-99.7% |