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 | $14,782 | $111,754-86.8% | $103,333-85.7% | $145,922-89.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.40% | 24.77%-1.4pp | 24.88%-1.5pp | 561.29%-537.9pp |
| Employer contribution / active EE | $3,445 | $4,212-18.2% | $3,868-10.9% | $4,660-26.1% |
| Participant deferral / active EE | $5,274 | $5,619-6.1% | $5,057+4.3% | $6,688-21.1% |
| Admin fee / account holder | $137 | $9,750-98.6% | $8,355-98.4% | $13,397-99.0% |