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 | $13,448 | $95,266-85.9% | $82,389-83.7% | $142,382-90.6% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 19.71% | 25.74%-6.0pp | 28.67%-9.0pp | 217.08%-197.4pp |
| Employer contribution / active EE | $894 | $2,991-70.1% | $2,517-64.5% | $4,299-79.2% |
| Participant deferral / active EE | $2,841 | $4,809-40.9% | $4,155-31.6% | $6,507-56.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |