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 | $25,768 | $117,983-78.2% | $101,794-74.7% | $142,382-81.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 29.14% | 36.92%-7.8pp | 30.53%-1.4pp | 217.08%-187.9pp |
| Employer contribution / active EE | $1,999 | $2,773-27.9% | $2,289-12.6% | $4,299-53.5% |
| Participant deferral / active EE | $8,202 | $4,714+74.0% | $4,084+100.8% | $6,507+26.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |