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 | $14,189 | $99,877-85.8% | $84,966-83.3% | $145,922-90.3% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 22.02% | 83.76%-61.7pp | 66.38%-44.4pp | 561.29%-539.3pp |
| Employer contribution / active EE | $2,867 | $3,231-11.3% | $2,727+5.1% | $4,660-38.5% |
| Participant deferral / active EE | $7,477 | $5,291+41.3% | $4,519+65.4% | $6,688+11.8% |
| Admin fee / account holder | $43 | $7,248-99.4% | $6,149-99.3% | $13,397-99.7% |