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 | $13,806 | $112,729-87.8% | $98,716-86.0% | $137,256-89.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 21.26% | 38.48%-17.2pp | 31.81%-10.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,500 | $2,725-44.9% | $2,279-34.2% | $4,156-63.9% |
| Participant deferral / active EE | $2,016 | $4,640-56.5% | $4,048-50.2% | $6,407-68.5% |
| Admin fee / account holder | $60 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |