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 | $13,171 | $112,729-88.3% | $98,716-86.7% | $137,256-90.4% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 23.07% | 38.48%-15.4pp | 31.81%-8.7pp | 220.34%-197.3pp |
| Employer contribution / active EE | $827 | $2,725-69.7% | $2,279-63.7% | $4,156-80.1% |
| Participant deferral / active EE | $3,630 | $4,640-21.8% | $4,048-10.3% | $6,407-43.3% |
| Admin fee / account holder | $27 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |