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 | $8,040 | $74,888-89.3% | $71,209-88.7% | $142,382-94.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 16.43% | 345.14%-328.7pp | 282.51%-266.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $956 | $2,854-66.5% | $2,721-64.9% | $4,299-77.8% |
| Participant deferral / active EE | $1,576 | $4,454-64.6% | $4,175-62.2% | $6,507-75.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |