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 | $18,217 | $99,877-81.8% | $84,966-78.6% | $145,922-87.5% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 15.50% | 83.76%-68.3pp | 66.38%-50.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,362 | $3,231-57.8% | $2,727-50.0% | $4,660-70.8% |
| Participant deferral / active EE | $5,057 | $5,291-4.4% | $4,519+11.9% | $6,688-24.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |