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 | $7,194 | $74,888-90.4% | $71,209-89.9% | $142,382-94.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 21.79% | 345.14%-323.3pp | 282.51%-260.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $918 | $2,854-67.8% | $2,721-66.3% | $4,299-78.6% |
| Participant deferral / active EE | $1,714 | $4,454-61.5% | $4,175-58.9% | $6,507-73.7% |
| Admin fee / account holder | $144 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |