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 | $6,127 | $97,125-93.7% | $86,233-92.9% | $137,256-95.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 33.41% | 74.19%-40.8pp | 61.39%-28.0pp | 220.34%-186.9pp |
| Employer contribution / active EE | $1,142 | $2,841-59.8% | $2,504-54.4% | $4,156-72.5% |
| Participant deferral / active EE | $3,341 | $5,180-35.5% | $4,559-26.7% | $6,407-47.9% |
| Admin fee / account holder | $188 | $9,725-98.1% | $8,342-97.7% | $12,270-98.5% |