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 | $18,073 | $99,921-81.9% | $85,009-78.7% | $145,959-87.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.50% | 83.89%-65.4pp | 66.47%-48.0pp | 561.95%-543.5pp |
| Employer contribution / active EE | $3,331 | $3,233+3.1% | $2,728+22.1% | $4,661-28.5% |
| Participant deferral / active EE | $3,952 | $5,293-25.3% | $4,522-12.6% | $6,689-40.9% |
| Admin fee / account holder | $13 | $7,252-99.8% | $6,153-99.8% | $13,398-99.9% |