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 | $10,159 | $87,166-88.3% | $76,735-86.8% | $137,256-92.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 21.92% | 26.50%-4.6pp | 29.77%-7.8pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,639 | $2,904-43.6% | $2,454-33.2% | $4,156-60.6% |
| Participant deferral / active EE | $1,876 | $4,726-60.3% | $4,088-54.1% | $6,407-70.7% |
| Admin fee / account holder | $221 | $8,403-97.4% | $7,189-96.9% | $12,270-98.2% |