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 5-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 | $6,291 | $104,974-94.0% | $95,585-93.4% | $142,382-95.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 24.12% | 210.33%-186.2pp | 38.56%-14.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $856 | $2,779-69.2% | $2,527-66.1% | $4,299-80.1% |
| Participant deferral / active EE | $1,284 | $4,352-70.5% | $4,023-68.1% | $6,507-80.3% |
| Admin fee / account holder | $22 | $6,386-99.7% | $6,127-99.6% | $12,624-99.8% |