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 | $41,562 | $165,984-75.0% | $164,813-74.8% | $145,922-71.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.59% | 100.03%-88.4pp | 69.93%-58.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,146 | $5,273-59.3% | $4,341-50.6% | $4,660-53.9% |
| Participant deferral / active EE | $19,552 | $6,959+181.0% | $6,031+224.2% | $6,688+192.4% |
| Admin fee / account holder | $270 | $16,648-98.4% | $12,690-97.9% | $13,397-98.0% |