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 | $2,837 | $29,660-90.4% | $56,411-95.0% | $80,856-96.5% |
| Participation rate | 70.3% | 41.6%+28.6pp | 52.5%+17.8pp | 67.6%+2.6pp |
| Annual return | 20.87% | 35.23%-14.4pp | 1701.33%-1680.5pp | 35.59%-14.7pp |
| Employer contribution / active EE | $820 | $669+22.5% | $1,039-21.1% | $2,755-70.2% |
| Participant deferral / active EE | $1,020 | $1,226-16.8% | $1,952-47.7% | $4,296-76.3% |
| Admin fee / account holder | $101 | $2,428-95.8% | $2,829-96.4% | $6,918-98.5% |