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 | $10,830 | $72,071-85.0% | $68,368-84.2% | $137,256-92.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 27.07% | 353.14%-326.1pp | 292.57%-265.5pp | 220.34%-193.3pp |
| Employer contribution / active EE | $1,801 | $2,788-35.4% | $2,649-32.0% | $4,156-56.7% |
| Participant deferral / active EE | $3,244 | $4,410-26.4% | $4,123-21.3% | $6,407-49.4% |
| Admin fee / account holder | $11 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |