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 9-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 | $26,075 | $115,770-77.5% | $101,248-74.2% | $158,922-83.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 20.66% | 56.14%-35.5pp | 46.47%-25.8pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,699 | $4,175-59.3% | $3,660-53.6% | $4,761-64.3% |
| Participant deferral / active EE | $3,108 | $4,957-37.3% | $4,370-28.9% | $5,982-48.0% |
| Admin fee / account holder | $275 | $7,245-96.2% | $5,945-95.4% | $11,246-97.6% |