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 | $18,549 | $183,519-89.9% | $155,509-88.1% | $145,922-87.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.46% | 61.17%-40.7pp | 64.67%-44.2pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,057 | $5,313-61.3% | $4,672-56.0% | $4,660-55.9% |
| Participant deferral / active EE | $5,142 | $6,462-20.4% | $5,626-8.6% | $6,688-23.1% |
| Admin fee / account holder | $69 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |