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 | $21,088 | $116,167-81.8% | $64,489-67.3% | $137,256-84.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 20.27% | 36.55%-16.3pp | 55.03%-34.8pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,750 | $2,483-29.5% | $1,523+14.9% | $4,156-57.9% |
| Participant deferral / active EE | $6,563 | $4,215+55.7% | $2,778+136.2% | $6,407+2.4% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |