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 | $8,604 | $54,705-84.3% | $71,209-87.9% | $84,808-89.9% |
| Participation rate | 71.4% | 64.1%+7.4pp | 73.8%-2.3pp | 68.3%+3.1pp |
| Annual return | 18.22% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $394 | $2,158-81.7% | $2,721-85.5% | $2,631-85.0% |
| Participant deferral / active EE | $1,110 | $3,030-63.4% | $4,175-73.4% | $4,212-73.6% |
| Admin fee / account holder | $140 | $4,863-97.1% | $5,349-97.4% | $7,344-98.1% |