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 | $4,502 | $54,705-91.8% | $71,209-93.7% | $84,808-94.7% |
| Participation rate | 82.9% | 64.1%+18.8pp | 73.8%+9.1pp | 68.3%+14.5pp |
| Annual return | 30.90% | 35.90%-5.0pp | 282.51%-251.6pp | 40.90%-10.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,060 | $3,030-32.0% | $4,175-50.7% | $4,212-51.1% |
| Admin fee / account holder | $109 | $4,863-97.8% | $5,349-98.0% | $7,344-98.5% |