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 5-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 | $19,340 | $88,751-78.2% | $81,812-76.4% | $145,922-86.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.79% | 1025.40%-1009.6pp | 773.79%-758.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,371 | $3,083-23.1% | $2,912-18.6% | $4,660-49.1% |
| Participant deferral / active EE | $3,418 | $4,643-26.4% | $4,319-20.9% | $6,688-48.9% |
| Admin fee / account holder | $71 | $8,415-99.2% | $7,386-99.0% | $13,397-99.5% |