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 10-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 | $28,430 | $107,015-73.4% | $73,545-61.3% | $147,584-80.7% |
| Participation rate | 92.9% | 66.4%+26.5pp | 54.9%+37.9pp | 82.8%+10.0pp |
| Annual return | 15.84% | 38.25%-22.4pp | -15.16%+31.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $8,740 | $1,760+396.6% | $1,219+617.0% | $4,876+79.2% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $228 | $3,055-92.5% | $2,320-90.2% | $10,885-97.9% |