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 4-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 | $27,969 | $101,618-72.5% | $93,063-69.9% | $137,256-79.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.74% | 223.95%-207.2pp | 34.15%-17.4pp | 220.34%-203.6pp |
| Employer contribution / active EE | $648 | $2,707-76.1% | $2,476-73.8% | $4,156-84.4% |
| Participant deferral / active EE | $2,976 | $4,279-30.4% | $3,958-24.8% | $6,407-53.5% |
| Admin fee / account holder | $19 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |