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 | $27,463 | $132,634-79.3% | $115,768-76.3% | $137,256-80.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 24.23% | 160.70%-136.5pp | 100.46%-76.2pp | 220.34%-196.1pp |
| Employer contribution / active EE | $1,759 | $3,360-47.6% | $2,940-40.2% | $4,156-57.7% |
| Participant deferral / active EE | $13,892 | $5,619+147.3% | $4,917+182.5% | $6,407+116.8% |
| Admin fee / account holder | $10 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |