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 | $12,561 | $99,877-87.4% | $84,966-85.2% | $145,922-91.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.26% | 83.76%-68.5pp | 66.38%-51.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,779 | $3,231+16.9% | $2,727+38.6% | $4,660-18.9% |
| Participant deferral / active EE | $1,140 | $5,291-78.4% | $4,519-74.8% | $6,688-82.9% |
| Admin fee / account holder | $280 | $7,248-96.1% | $6,149-95.4% | $13,397-97.9% |