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 | $14,426 | $67,823-78.7% | $52,425-72.5% | $137,256-89.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.03% | 219.11%-197.1pp | 302.12%-280.1pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,569 | $1,163+34.9% | $914+71.6% | $4,156-62.2% |
| Participant deferral / active EE | $6,728 | $2,288+194.1% | $1,790+275.8% | $6,407+5.0% |
| Admin fee / account holder | $293 | $2,844-89.7% | $2,495-88.2% | $12,270-97.6% |