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 3-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 | $22,249 | $109,982-79.8% | $97,226-77.1% | $145,922-84.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.08% | 242.90%-222.8pp | 75.13%-55.1pp | 561.29%-541.2pp |
| Employer contribution / active EE | $2,031 | $3,084-34.1% | $2,729-25.6% | $4,660-56.4% |
| Participant deferral / active EE | $8,778 | $4,676+87.7% | $4,264+105.9% | $6,688+31.3% |
| Admin fee / account holder | $109 | $6,221-98.2% | $5,654-98.1% | $13,397-99.2% |