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 6-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 | $12,774 | $72,071-82.3% | $68,368-81.3% | $137,256-90.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.07% | 353.14%-332.1pp | 292.57%-271.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $4,310 | $2,788+54.6% | $2,649+62.7% | $4,156+3.7% |
| Participant deferral / active EE | $4,498 | $4,410+2.0% | $4,123+9.1% | $6,407-29.8% |
| Admin fee / account holder | $67 | $5,336-98.7% | $5,150-98.7% | $12,270-99.5% |