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 | $20,734 | $67,823-69.4% | $52,425-60.5% | $137,256-84.9% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 28.10% | 219.11%-191.0pp | 302.12%-274.0pp | 220.34%-192.2pp |
| Employer contribution / active EE | $1,283 | $1,163+10.3% | $914+40.3% | $4,156-69.1% |
| Participant deferral / active EE | $7,787 | $2,288+240.3% | $1,790+334.9% | $6,407+21.5% |
| Admin fee / account holder | $46 | $2,844-98.4% | $2,495-98.1% | $12,270-99.6% |