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 4-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 | $12,134 | $117,983-89.7% | $101,794-88.1% | $142,382-91.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 25.31% | 36.92%-11.6pp | 30.53%-5.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $3,243 | $2,773+17.0% | $2,289+41.7% | $4,299-24.6% |
| Participant deferral / active EE | $2,865 | $4,714-39.2% | $4,084-29.8% | $6,507-56.0% |
| Admin fee / account holder | $54 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |