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 | $8,648 | $99,877-91.3% | $84,966-89.8% | $145,922-94.1% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 19.92% | 83.76%-63.8pp | 66.38%-46.5pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,050 | $3,231-36.6% | $2,727-24.8% | $4,660-56.0% |
| Participant deferral / active EE | $2,460 | $5,291-53.5% | $4,519-45.6% | $6,688-63.2% |
| Admin fee / account holder | $86 | $7,248-98.8% | $6,149-98.6% | $13,397-99.4% |