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 | $16,414 | $90,348-81.8% | $75,972-78.4% | $145,922-88.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.19% | 620.88%-605.7pp | 359.55%-344.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,606 | $3,311-21.3% | $2,685-3.0% | $4,660-44.1% |
| Participant deferral / active EE | $4,444 | $5,162-13.9% | $4,255+4.4% | $6,688-33.6% |
| Admin fee / account holder | $49 | $8,467-99.4% | $6,467-99.2% | $13,397-99.6% |