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 | $23,698 | $81,625-71.0% | $58,482-59.5% | $139,434-83.0% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 19.72% | 7404.20%-7384.5pp | 4239.32%-4219.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $220 | $1,398-84.3% | $1,053-79.1% | $4,751-95.4% |
| Participant deferral / active EE | $720 | $2,557-71.8% | $1,924-62.6% | $6,710-89.3% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |