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 | $12,314 | $70,606-82.6% | $53,898-77.2% | $142,382-91.4% |
| Participation rate | 79.2% | 63.7%+15.5pp | 55.0%+24.2pp | 80.1%-1.0pp |
| Annual return | 23.24% | 619.81%-596.6pp | 528.60%-505.4pp | 217.08%-193.8pp |
| Employer contribution / active EE | $782 | $1,202-34.9% | $932-16.1% | $4,299-81.8% |
| Participant deferral / active EE | $2,138 | $2,364-9.6% | $1,826+17.1% | $6,507-67.1% |
| Admin fee / account holder | $181 | $2,852-93.6% | $2,491-92.7% | $12,624-98.6% |