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 5-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 | $16,186 | $117,983-86.3% | $101,794-84.1% | $142,382-88.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.25% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,673 | $2,773-39.7% | $2,289-26.9% | $4,299-61.1% |
| Participant deferral / active EE | $3,133 | $4,714-33.5% | $4,084-23.3% | $6,507-51.9% |
| Admin fee / account holder | $159 | $10,433-98.5% | $8,777-98.2% | $12,624-98.7% |