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 6-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 | $30,370 | $100,773-69.9% | $88,946-65.9% | $142,382-78.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.22% | 70.18%-49.0pp | 57.82%-36.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,933 | $2,918-33.8% | $2,555-24.4% | $4,299-55.0% |
| Participant deferral / active EE | $5,417 | $5,230+3.6% | $4,581+18.2% | $6,507-16.8% |
| Admin fee / account holder | $269 | $9,693-97.2% | $8,261-96.7% | $12,624-97.9% |