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 10-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 | $23,503 | $72,400-67.5% | $67,502-65.2% | $145,922-83.9% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 12.72% | 7182.46%-7169.7pp | 3512.12%-3499.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,842 | $3,069-7.4% | $2,731+4.1% | $4,660-39.0% |
| Participant deferral / active EE | $3,836 | $4,783-19.8% | $4,000-4.1% | $6,688-42.6% |
| Admin fee / account holder | $211 | $5,539-96.2% | $3,998-94.7% | $13,397-98.4% |