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 | $14,694 | $123,909-88.1% | $69,647-78.9% | $145,922-89.9% |
| Participation rate | 81.0% | 69.2%+11.7pp | 66.5%+14.5pp | 80.3%+0.7pp |
| Annual return | 17.09% | 190.55%-173.5pp | 100.48%-83.4pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,170 | $2,682-56.4% | $1,712-31.7% | $4,660-74.9% |
| Participant deferral / active EE | $3,461 | $4,236-18.3% | $2,886+19.9% | $6,688-48.2% |
| Admin fee / account holder | $107 | $7,863-98.6% | $4,713-97.7% | $13,397-99.2% |