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 | $17,949 | $106,515-83.1% | $96,683-81.4% | $139,434-87.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.17% | 38.43%-14.3pp | 35.69%-11.5pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,329 | $4,103-43.2% | $3,737-37.7% | $4,751-51.0% |
| Participant deferral / active EE | $3,831 | $5,454-29.8% | $4,878-21.5% | $6,710-42.9% |
| Admin fee / account holder | $288 | $7,877-96.3% | $6,730-95.7% | $11,403-97.5% |