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 | $14,608 | $114,381-87.2% | $107,525-86.4% | $142,382-89.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.44% | 242.71%-218.3pp | 181.32%-156.9pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,798 | $4,015-55.2% | $3,754-52.1% | $4,299-58.2% |
| Participant deferral / active EE | $4,599 | $5,564-17.3% | $5,116-10.1% | $6,507-29.3% |
| Admin fee / account holder | $164 | $9,860-98.3% | $8,919-98.2% | $12,624-98.7% |