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 | $101,618-89.2% | $93,063-88.2% | $137,256-92.0% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 30.33% | 223.95%-193.6pp | 34.15%-3.8pp | 220.34%-190.0pp |
| Employer contribution / active EE | $916 | $2,707-66.2% | $2,476-63.0% | $4,156-78.0% |
| Participant deferral / active EE | $3,512 | $4,279-17.9% | $3,958-11.3% | $6,407-45.2% |
| Admin fee / account holder | $109 | $6,198-98.2% | $6,033-98.2% | $12,270-99.1% |