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 6-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 | $19,383 | $27,915-30.6% | $58,482-66.9% | $75,163-74.2% |
| Participation rate | 89.4% | 38.8%+50.5pp | 50.9%+38.5pp | 67.2%+22.2pp |
| Annual return | 26.41% | 44.20%-17.8pp | 4239.32%-4212.9pp | 160.62%-134.2pp |
| Employer contribution / active EE | $2,126 | $669+217.7% | $1,053+101.8% | $2,670-20.4% |
| Participant deferral / active EE | $5,267 | $1,201+338.4% | $1,924+173.8% | $4,125+27.7% |
| Admin fee / account holder | $245 | $1,726-85.8% | $2,516-90.3% | $5,651-95.7% |