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 | $104,974-94.6% | $95,585-94.1% | $142,382-96.0% |
| Participation rate | 73.3% | 75.0%-1.6pp | 72.1%+1.3pp | 80.1%-6.8pp |
| Annual return | 25.60% | 210.33%-184.7pp | 38.56%-13.0pp | 217.08%-191.5pp |
| Employer contribution / active EE | $583 | $2,779-79.0% | $2,527-76.9% | $4,299-86.4% |
| Participant deferral / active EE | $931 | $4,352-78.6% | $4,023-76.9% | $6,507-85.7% |
| Admin fee / account holder | $37 | $6,386-99.4% | $6,127-99.4% | $12,624-99.7% |