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 | $15,889 | $100,773-84.2% | $88,946-82.1% | $142,382-88.8% |
| Participation rate | 76.9% | 74.3%+2.6pp | 68.8%+8.1pp | 80.1%-3.2pp |
| Annual return | 22.58% | 70.18%-47.6pp | 57.82%-35.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,372 | $2,918-53.0% | $2,555-46.3% | $4,299-68.1% |
| Participant deferral / active EE | $4,674 | $5,230-10.6% | $4,581+2.0% | $6,507-28.2% |
| Admin fee / account holder | $9 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |