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 | $5,365 | $74,888-92.8% | $71,209-92.5% | $142,382-96.2% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.1%+15.3pp |
| Annual return | 25.26% | 345.14%-319.9pp | 282.51%-257.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,497 | $2,854-47.6% | $2,721-45.0% | $4,299-65.2% |
| Participant deferral / active EE | $1,696 | $4,454-61.9% | $4,175-59.4% | $6,507-73.9% |
| Admin fee / account holder | $245 | $5,568-95.6% | $5,349-95.4% | $12,624-98.1% |