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 | $12,173 | $95,266-87.2% | $82,389-85.2% | $142,382-91.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.20% | 25.74%-4.5pp | 28.67%-7.5pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,788 | $2,991-40.2% | $2,517-29.0% | $4,299-58.4% |
| Participant deferral / active EE | $2,417 | $4,809-49.7% | $4,155-41.8% | $6,507-62.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |