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 8-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 | $11,717 | $77,419-84.9% | $69,455-83.1% | $152,861-92.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.4%+0.9pp |
| Annual return | 13.15% | 39.06%-25.9pp | 28.97%-15.8pp | 345.32%-332.2pp |
| Employer contribution / active EE | $5,050 | $3,315+52.3% | $2,779+81.7% | $4,762+6.0% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $20 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |