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 | $12,390 | $64,839-80.9% | $95,585-87.0% | $84,808-85.4% |
| Participation rate | 98.3% | 63.8%+34.5pp | 72.1%+26.2pp | 68.3%+30.0pp |
| Annual return | 29.92% | -670.96%+700.9pp | 38.56%-8.6pp | 40.90%-11.0pp |
| Employer contribution / active EE | $1,332 | $1,759-24.3% | $2,527-47.3% | $2,631-49.4% |
| Participant deferral / active EE | $1,818 | $2,965-38.7% | $4,023-54.8% | $4,212-56.8% |
| Admin fee / account holder | $228 | $5,964-96.2% | $6,127-96.3% | $7,344-96.9% |