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 | $14,600 | $123,909-88.2% | $69,647-79.0% | $145,922-90.0% |
| Participation rate | 87.5% | 69.2%+18.3pp | 66.5%+21.0pp | 80.3%+7.2pp |
| Annual return | 10.39% | 190.55%-180.2pp | 100.48%-90.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,175 | $4,236-25.1% | $2,886+10.0% | $6,688-52.5% |
| Admin fee / account holder | $56 | $7,863-99.3% | $4,713-98.8% | $13,397-99.6% |