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 | $17,171 | $104,974-83.6% | $95,585-82.0% | $142,382-87.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 27.48% | 210.33%-182.9pp | 38.56%-11.1pp | 217.08%-189.6pp |
| Employer contribution / active EE | $1,659 | $2,779-40.3% | $2,527-34.3% | $4,299-61.4% |
| Participant deferral / active EE | $3,698 | $4,352-15.0% | $4,023-8.1% | $6,507-43.2% |
| Admin fee / account holder | $144 | $6,386-97.7% | $6,127-97.7% | $12,624-98.9% |