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 5-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 | $14,210 | $70,606-79.9% | $53,898-73.6% | $142,382-90.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.77% | 619.81%-600.0pp | 528.60%-508.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $825 | $1,202-31.4% | $932-11.5% | $4,299-80.8% |
| Participant deferral / active EE | $2,616 | $2,364+10.7% | $1,826+43.3% | $6,507-59.8% |
| Admin fee / account holder | $171 | $2,852-94.0% | $2,491-93.1% | $12,624-98.6% |