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 | $72,071-92.6% | $68,368-92.2% | $137,256-96.1% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.0%+15.5pp |
| Annual return | 25.26% | 353.14%-327.9pp | 292.57%-267.3pp | 220.34%-195.1pp |
| Employer contribution / active EE | $1,497 | $2,788-46.3% | $2,649-43.5% | $4,156-64.0% |
| Participant deferral / active EE | $1,696 | $4,410-61.5% | $4,123-58.9% | $6,407-73.5% |
| Admin fee / account holder | $245 | $5,336-95.4% | $5,150-95.2% | $12,270-98.0% |