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 | $30,591 | $95,266-67.9% | $82,389-62.9% | $142,382-78.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.05% | 25.74%-2.7pp | 28.67%-5.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $560 | $2,991-81.3% | $2,517-77.8% | $4,299-87.0% |
| Participant deferral / active EE | $8,350 | $4,809+73.6% | $4,155+101.0% | $6,507+28.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |