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 | $5,124 | $88,751-94.2% | $81,812-93.7% | $145,922-96.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 17.14% | 1025.40%-1008.3pp | 773.79%-756.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,013 | $3,083-67.2% | $2,912-65.2% | $4,660-78.3% |
| Participant deferral / active EE | $2,158 | $4,643-53.5% | $4,319-50.0% | $6,688-67.7% |
| Admin fee / account holder | $98 | $8,415-98.8% | $7,386-98.7% | $13,397-99.3% |