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 | $18,845 | $96,635-80.5% | $86,612-78.2% | $139,434-86.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.46% | 106.41%-80.0pp | 591.07%-564.6pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,813 | $3,263-44.4% | $3,022-40.0% | $4,751-61.8% |
| Participant deferral / active EE | $3,386 | $4,836-30.0% | $4,438-23.7% | $6,710-49.5% |
| Admin fee / account holder | $58 | $6,408-99.1% | $5,614-99.0% | $11,403-99.5% |