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 | $10,038 | $29,660-66.2% | $56,411-82.2% | $80,856-87.6% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 14.44% | 35.23%-20.8pp | 1701.33%-1686.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,970 | $669+343.7% | $1,039+186.0% | $2,755+7.8% |
| Participant deferral / active EE | $1,993 | $1,226+62.5% | $1,952+2.1% | $4,296-53.6% |
| Admin fee / account holder | $145 | $2,428-94.0% | $2,829-94.9% | $6,918-97.9% |