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 | $26,033 | $108,919-76.1% | $100,391-74.1% | $145,922-82.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.80% | 57.88%-34.1pp | 49.20%-25.4pp | 561.29%-537.5pp |
| Employer contribution / active EE | $2,321 | $4,419-47.5% | $3,942-41.1% | $4,660-50.2% |
| Participant deferral / active EE | $12,723 | $8,445+50.7% | $8,082+57.4% | $6,688+90.2% |
| Admin fee / account holder | $29 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |