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 | $8,302 | $99,877-91.7% | $84,966-90.2% | $145,922-94.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.95% | 83.76%-60.8pp | 66.38%-43.4pp | 561.29%-538.3pp |
| Employer contribution / active EE | $2,255 | $3,231-30.2% | $2,727-17.3% | $4,660-51.6% |
| Participant deferral / active EE | $3,922 | $5,291-25.9% | $4,519-13.2% | $6,688-41.3% |
| Admin fee / account holder | $71 | $7,248-99.0% | $6,149-98.8% | $13,397-99.5% |