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 | $19,223 | $72,071-73.3% | $68,368-71.9% | $137,256-86.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.31% | 353.14%-328.8pp | 292.57%-268.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $2,153 | $2,788-22.8% | $2,649-18.7% | $4,156-48.2% |
| Participant deferral / active EE | $4,559 | $4,410+3.4% | $4,123+10.6% | $6,407-28.8% |
| Admin fee / account holder | $205 | $5,336-96.2% | $5,150-96.0% | $12,270-98.3% |