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 | $7,024 | $74,888-90.6% | $71,209-90.1% | $142,382-95.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 27.06% | 345.14%-318.1pp | 282.51%-255.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $1,351 | $2,854-52.7% | $2,721-50.3% | $4,299-68.6% |
| Participant deferral / active EE | $1,351 | $4,454-69.7% | $4,175-67.6% | $6,507-79.2% |
| Admin fee / account holder | $25 | $5,568-99.6% | $5,349-99.5% | $12,624-99.8% |