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 | $14,903 | $123,909-88.0% | $69,647-78.6% | $145,922-89.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 12.55% | 190.55%-178.0pp | 100.48%-87.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,641 | $2,682-1.5% | $1,712+54.2% | $4,660-43.3% |
| Participant deferral / active EE | $6,370 | $4,236+50.4% | $2,886+120.7% | $6,688-4.8% |
| Admin fee / account holder | $298 | $7,863-96.2% | $4,713-93.7% | $13,397-97.8% |