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 | $16,710 | $114,381-85.4% | $107,525-84.5% | $142,382-88.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 35.35% | 242.71%-207.4pp | 181.32%-146.0pp | 217.08%-181.7pp |
| Employer contribution / active EE | $1,879 | $4,015-53.2% | $3,754-50.0% | $4,299-56.3% |
| Participant deferral / active EE | $9,969 | $5,564+79.2% | $5,116+94.9% | $6,507+53.2% |
| Admin fee / account holder | $69 | $9,860-99.3% | $8,919-99.2% | $12,624-99.5% |