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 | $16,792 | $87,166-80.7% | $76,735-78.1% | $137,256-87.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 24.63% | 26.50%-1.9pp | 29.77%-5.1pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,455 | $2,904-49.9% | $2,454-40.7% | $4,156-65.0% |
| Participant deferral / active EE | $4,564 | $4,726-3.4% | $4,088+11.6% | $6,407-28.8% |
| Admin fee / account holder | $108 | $8,403-98.7% | $7,189-98.5% | $12,270-99.1% |