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 | $16,325 | $100,773-83.8% | $88,946-81.6% | $142,382-88.5% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.8%+25.6pp | 80.1%+14.3pp |
| Annual return | 23.04% | 70.18%-47.1pp | 57.82%-34.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,422 | $2,918-17.0% | $2,555-5.2% | $4,299-43.7% |
| Participant deferral / active EE | $3,196 | $5,230-38.9% | $4,581-30.2% | $6,507-50.9% |
| Admin fee / account holder | $164 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |