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 | $6,480 | $88,751-92.7% | $81,812-92.1% | $145,922-95.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.65% | 1025.40%-1008.8pp | 773.79%-757.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $676 | $3,083-78.1% | $2,912-76.8% | $4,660-85.5% |
| Participant deferral / active EE | $2,907 | $4,643-37.4% | $4,319-32.7% | $6,688-56.5% |
| Admin fee / account holder | $228 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |