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 | $117,983-88.3% | $101,794-86.4% | $142,382-90.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 21.26% | 36.92%-15.7pp | 30.53%-9.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,500 | $2,773-45.9% | $2,289-34.4% | $4,299-65.1% |
| Participant deferral / active EE | $2,016 | $4,714-57.2% | $4,084-50.6% | $6,507-69.0% |
| Admin fee / account holder | $60 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |