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 | $10,984 | $104,974-89.5% | $95,585-88.5% | $142,382-92.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 30.33% | 210.33%-180.0pp | 38.56%-8.2pp | 217.08%-186.7pp |
| Employer contribution / active EE | $916 | $2,779-67.0% | $2,527-63.7% | $4,299-78.7% |
| Participant deferral / active EE | $3,512 | $4,352-19.3% | $4,023-12.7% | $6,507-46.0% |
| Admin fee / account holder | $109 | $6,386-98.3% | $6,127-98.2% | $12,624-99.1% |