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 | $11,314 | $100,773-88.8% | $88,946-87.3% | $142,382-92.1% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 22.28% | 70.18%-47.9pp | 57.82%-35.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $451 | $2,918-84.5% | $2,555-82.3% | $4,299-89.5% |
| Participant deferral / active EE | $3,236 | $5,230-38.1% | $4,581-29.4% | $6,507-50.3% |
| Admin fee / account holder | $50 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |