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 | $5,675 | $101,618-94.4% | $93,063-93.9% | $137,256-95.9% |
| Participation rate | 73.3% | 74.9%-1.6pp | 72.1%+1.2pp | 80.0%-6.6pp |
| Annual return | 25.60% | 223.95%-198.3pp | 34.15%-8.6pp | 220.34%-194.7pp |
| Employer contribution / active EE | $583 | $2,707-78.5% | $2,476-76.5% | $4,156-86.0% |
| Participant deferral / active EE | $931 | $4,279-78.2% | $3,958-76.5% | $6,407-85.5% |
| Admin fee / account holder | $37 | $6,198-99.4% | $6,033-99.4% | $12,270-99.7% |