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 | $19,309 | $74,888-74.2% | $71,209-72.9% | $142,382-86.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.52% | 345.14%-319.6pp | 282.51%-257.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $2,885 | $2,854+1.1% | $2,721+6.0% | $4,299-32.9% |
| Participant deferral / active EE | $6,129 | $4,454+37.6% | $4,175+46.8% | $6,507-5.8% |
| Admin fee / account holder | $258 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |