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 6-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 | $5,768 | $74,888-92.3% | $71,209-91.9% | $142,382-95.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.18% | 345.14%-321.0pp | 282.51%-258.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,674 | $2,854-41.3% | $2,721-38.5% | $4,299-61.1% |
| Participant deferral / active EE | $2,603 | $4,454-41.6% | $4,175-37.7% | $6,507-60.0% |
| Admin fee / account holder | $89 | $5,568-98.4% | $5,349-98.3% | $12,624-99.3% |