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 | $14,324 | $111,724-87.2% | $93,606-84.7% | $145,922-90.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 15.00% | 202.98%-188.0pp | 133.20%-118.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $808 | $3,090-73.9% | $2,420-66.6% | $4,660-82.7% |
| Participant deferral / active EE | $3,783 | $4,912-23.0% | $4,411-14.2% | $6,688-43.4% |
| Admin fee / account holder | $132 | $10,250-98.7% | $8,285-98.4% | $13,397-99.0% |