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 | $19,532 | $117,859-83.4% | $102,438-80.9% | $145,959-86.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.50% | 31.72%-13.2pp | 29.37%-10.9pp | 561.95%-543.5pp |
| Employer contribution / active EE | $2,233 | $3,615-38.2% | $3,024-26.2% | $4,661-52.1% |
| Participant deferral / active EE | $4,479 | $5,732-21.9% | $5,054-11.4% | $6,689-33.0% |
| Admin fee / account holder | $35 | $13,318-99.7% | $9,448-99.6% | $13,398-99.7% |