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 | $8,219 | $97,125-91.5% | $86,233-90.5% | $137,256-94.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.17% | 74.19%-51.0pp | 61.39%-38.2pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,542 | $2,841-45.7% | $2,504-38.4% | $4,156-62.9% |
| Participant deferral / active EE | $1,542 | $5,180-70.2% | $4,559-66.2% | $6,407-75.9% |
| Admin fee / account holder | $26 | $9,725-99.7% | $8,342-99.7% | $12,270-99.8% |