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 | $8,917 | $74,888-88.1% | $71,209-87.5% | $142,382-93.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 20.40% | 345.14%-324.7pp | 282.51%-262.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,286 | $2,854-54.9% | $2,721-52.7% | $4,299-70.1% |
| Participant deferral / active EE | $1,286 | $4,454-71.1% | $4,175-69.2% | $6,507-80.2% |
| Admin fee / account holder | $36 | $5,568-99.4% | $5,349-99.3% | $12,624-99.7% |