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 | $9,672 | $100,773-90.4% | $88,946-89.1% | $142,382-93.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.27% | 70.18%-46.9pp | 57.82%-34.5pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,246 | $2,918-57.3% | $2,555-51.3% | $4,299-71.0% |
| Participant deferral / active EE | $1,350 | $5,230-74.2% | $4,581-70.5% | $6,507-79.3% |
| Admin fee / account holder | $36 | $9,693-99.6% | $8,261-99.6% | $12,624-99.7% |