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 | $10,104 | $97,125-89.6% | $86,233-88.3% | $137,256-92.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 26.62% | 74.19%-47.6pp | 61.39%-34.8pp | 220.34%-193.7pp |
| Employer contribution / active EE | $1,248 | $2,841-56.1% | $2,504-50.2% | $4,156-70.0% |
| Participant deferral / active EE | $1,660 | $5,180-68.0% | $4,559-63.6% | $6,407-74.1% |
| Admin fee / account holder | $34 | $9,725-99.7% | $8,342-99.6% | $12,270-99.7% |