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 | $24,369 | $70,606-65.5% | $53,898-54.8% | $142,382-82.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.84% | 619.81%-602.0pp | 528.60%-510.8pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,005 | $1,202+66.8% | $932+115.1% | $4,299-53.4% |
| Participant deferral / active EE | $3,559 | $2,364+50.6% | $1,826+94.9% | $6,507-45.3% |
| Admin fee / account holder | $278 | $2,852-90.3% | $2,491-88.9% | $12,624-97.8% |