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 | $15,708 | $99,877-84.3% | $84,966-81.5% | $145,922-89.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 24.79% | 83.76%-59.0pp | 66.38%-41.6pp | 561.29%-536.5pp |
| Employer contribution / active EE | $6,874 | $3,231+112.7% | $2,727+152.1% | $4,660+47.5% |
| Participant deferral / active EE | $4,823 | $5,291-8.8% | $4,519+6.7% | $6,688-27.9% |
| Admin fee / account holder | $93 | $7,248-98.7% | $6,149-98.5% | $13,397-99.3% |