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 | $20,581 | $102,966-80.0% | $90,281-77.2% | $152,861-86.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.37% | 95.16%-73.8pp | 78.10%-56.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,281 | $3,139-27.3% | $2,854-20.1% | $4,762-52.1% |
| Participant deferral / active EE | $2,732 | $4,281-36.2% | $3,885-29.7% | $5,850-53.3% |
| Admin fee / account holder | $162 | $6,171-97.4% | $5,351-97.0% | $11,596-98.6% |