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 | $5,246 | $74,888-93.0% | $71,209-92.6% | $142,382-96.3% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 24.94% | 345.14%-320.2pp | 282.51%-257.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,808 | $4,454-59.4% | $4,175-56.7% | $6,507-72.2% |
| Admin fee / account holder | $124 | $5,568-97.8% | $5,349-97.7% | $12,624-99.0% |