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 4-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 | $9,279 | $96,635-90.4% | $86,612-89.3% | $139,434-93.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.31% | 106.41%-83.1pp | 591.07%-567.8pp | 372.94%-349.6pp |
| Employer contribution / active EE | $846 | $3,263-74.1% | $3,022-72.0% | $4,751-82.2% |
| Participant deferral / active EE | $3,355 | $4,836-30.6% | $4,438-24.4% | $6,710-50.0% |
| Admin fee / account holder | $160 | $6,408-97.5% | $5,614-97.2% | $11,403-98.6% |