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 | $9,922 | $74,888-86.8% | $71,209-86.1% | $142,382-93.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 26.70% | 345.14%-318.4pp | 282.51%-255.8pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,577 | $2,854-44.7% | $2,721-42.0% | $4,299-63.3% |
| Participant deferral / active EE | $2,285 | $4,454-48.7% | $4,175-45.3% | $6,507-64.9% |
| Admin fee / account holder | $2 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |