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 | $9,274 | $87,166-89.4% | $76,735-87.9% | $137,256-93.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 25.51% | 26.50%-1.0pp | 29.77%-4.3pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,867 | $2,904-35.7% | $2,454-23.9% | $4,156-55.1% |
| Participant deferral / active EE | $2,341 | $4,726-50.5% | $4,088-42.7% | $6,407-63.5% |
| Admin fee / account holder | $22 | $8,403-99.7% | $7,189-99.7% | $12,270-99.8% |