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 | $7,034 | $100,773-93.0% | $88,946-92.1% | $142,382-95.1% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 19.73% | 70.18%-50.4pp | 57.82%-38.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $834 | $2,918-71.4% | $2,555-67.4% | $4,299-80.6% |
| Participant deferral / active EE | $1,272 | $5,230-75.7% | $4,581-72.2% | $6,507-80.5% |
| Admin fee / account holder | $50 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |