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 4-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 | $7,199 | $149,040-95.2% | $120,225-94.0% | $137,256-94.8% |
| Participation rate | 90.5% | 75.4%+15.1pp | 69.6%+20.9pp | 80.0%+10.5pp |
| Annual return | 19.79% | 605.68%-585.9pp | 439.23%-419.4pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,256 | $4,655-51.5% | $3,999-43.6% | $6,407-64.8% |
| Admin fee / account holder | $124 | $6,348-98.1% | $5,696-97.8% | $12,270-99.0% |