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 | $12,002 | $115,708-89.6% | $65,255-81.6% | $139,434-91.4% |
| Participation rate | 85.7% | 67.8%+17.9pp | 65.0%+20.8pp | 80.3%+5.4pp |
| Annual return | 106.91% | 31.19%+75.7pp | 47.35%+59.6pp | 372.94%-266.0pp |
| Employer contribution / active EE | $1,160 | $2,599-55.4% | $1,691-31.4% | $4,751-75.6% |
| Participant deferral / active EE | $3,519 | $4,240-17.0% | $2,831+24.3% | $6,710-47.6% |
| Admin fee / account holder | $177 | $6,698-97.4% | $4,112-95.7% | $11,403-98.4% |