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 5-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 | $7,213 | $88,751-91.9% | $81,812-91.2% | $145,922-95.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 10.95% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $579 | $3,083-81.2% | $2,912-80.1% | $4,660-87.6% |
| Participant deferral / active EE | $1,233 | $4,643-73.4% | $4,319-71.4% | $6,688-81.6% |
| Admin fee / account holder | $71 | $8,415-99.2% | $7,386-99.0% | $13,397-99.5% |