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 | $8,153 | $95,266-91.4% | $82,389-90.1% | $142,382-94.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 26.38% | 25.74%+0.6pp | 28.67%-2.3pp | 217.08%-190.7pp |
| Employer contribution / active EE | $902 | $2,991-69.8% | $2,517-64.1% | $4,299-79.0% |
| Participant deferral / active EE | $2,759 | $4,809-42.6% | $4,155-33.6% | $6,507-57.6% |
| Admin fee / account holder | $110 | $8,563-98.7% | $7,231-98.5% | $12,624-99.1% |