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 | $15,714 | $70,756-77.8% | $65,493-76.0% | $142,382-89.0% |
| Participation rate | 76.9% | 77.4%-0.5pp | 73.1%+3.8pp | 80.1%-3.2pp |
| Annual return | 22.62% | 1754.89%-1732.3pp | 982.45%-959.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $843 | $2,881-70.7% | $2,574-67.2% | $4,299-80.4% |
| Participant deferral / active EE | $3,690 | $4,637-20.4% | $3,961-6.8% | $6,507-43.3% |
| Admin fee / account holder | $145 | $6,559-97.8% | $5,028-97.1% | $12,624-98.9% |