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 | $97,125-88.4% | $86,233-86.9% | $137,256-91.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 22.28% | 74.19%-51.9pp | 61.39%-39.1pp | 220.34%-198.1pp |
| Employer contribution / active EE | $451 | $2,841-84.1% | $2,504-82.0% | $4,156-89.1% |
| Participant deferral / active EE | $3,236 | $5,180-37.5% | $4,559-29.0% | $6,407-49.5% |
| Admin fee / account holder | $50 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |