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 | $12,146 | $117,983-89.7% | $101,794-88.1% | $142,382-91.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 28.67% | 36.92%-8.2pp | 30.53%-1.9pp | 217.08%-188.4pp |
| Employer contribution / active EE | $1,675 | $2,773-39.6% | $2,289-26.8% | $4,299-61.1% |
| Participant deferral / active EE | $4,490 | $4,714-4.8% | $4,084+9.9% | $6,507-31.0% |
| Admin fee / account holder | $98 | $10,433-99.1% | $8,777-98.9% | $12,624-99.2% |