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 | $15,699 | $54,705-71.3% | $71,209-78.0% | $84,808-81.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 20.32% | 35.90%-15.6pp | 282.51%-262.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,771 | $2,158-17.9% | $2,721-34.9% | $2,631-32.7% |
| Participant deferral / active EE | $2,623 | $3,030-13.4% | $4,175-37.2% | $4,212-37.7% |
| Admin fee / account holder | $58 | $4,863-98.8% | $5,349-98.9% | $7,344-99.2% |