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 | $11,723 | $74,888-84.3% | $71,209-83.5% | $142,382-91.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 26.24% | 345.14%-318.9pp | 282.51%-256.3pp | 217.08%-190.8pp |
| Employer contribution / active EE | $2,182 | $2,854-23.6% | $2,721-19.8% | $4,299-49.2% |
| Participant deferral / active EE | $2,834 | $4,454-36.4% | $4,175-32.1% | $6,507-56.4% |
| Admin fee / account holder | $17 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |