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 | $9,083 | $74,888-87.9% | $71,209-87.2% | $142,382-93.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.53% | 345.14%-318.6pp | 282.51%-256.0pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,757 | $2,854-38.5% | $2,721-35.4% | $4,299-59.1% |
| Participant deferral / active EE | $2,430 | $4,454-45.4% | $4,175-41.8% | $6,507-62.7% |
| Admin fee / account holder | $102 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |