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 4-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 | $7,110 | $115,708-93.9% | $65,255-89.1% | $139,434-94.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 23.29% | 31.19%-7.9pp | 47.35%-24.1pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,359 | $2,599-47.7% | $1,691-19.7% | $4,751-71.4% |
| Participant deferral / active EE | $1,998 | $4,240-52.9% | $2,831-29.4% | $6,710-70.2% |
| Admin fee / account holder | $172 | $6,698-97.4% | $4,112-95.8% | $11,403-98.5% |