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 | $16,866 | $74,888-77.5% | $71,209-76.3% | $142,382-88.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.90% | 345.14%-318.2pp | 282.51%-255.6pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,512 | $2,854-12.0% | $2,721-7.7% | $4,299-41.6% |
| Participant deferral / active EE | $3,138 | $4,454-29.6% | $4,175-24.8% | $6,507-51.8% |
| Admin fee / account holder | $121 | $5,568-97.8% | $5,349-97.7% | $12,624-99.0% |