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 4-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 | $12,313 | $58,208-78.8% | $81,812-84.9% | $80,856-84.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 20.46% | 41.66%-21.2pp | 773.79%-753.3pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,641 | $2,340+12.9% | $2,912-9.3% | $2,755-4.1% |
| Participant deferral / active EE | $2,604 | $3,281-20.6% | $4,319-39.7% | $4,296-39.4% |
| Admin fee / account holder | $169 | $4,981-96.6% | $7,386-97.7% | $6,918-97.6% |