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 | $13,844 | $111,754-87.6% | $103,333-86.6% | $145,922-90.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.58% | 24.77%-9.2pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,821 | $4,212-9.3% | $3,868-1.2% | $4,660-18.0% |
| Participant deferral / active EE | $6,873 | $5,619+22.3% | $5,057+35.9% | $6,688+2.8% |
| Admin fee / account holder | $177 | $9,750-98.2% | $8,355-97.9% | $13,397-98.7% |