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 9-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 | $12,689 | $102,966-87.7% | $90,281-85.9% | $152,861-91.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.34% | 95.16%-73.8pp | 78.10%-56.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,247 | $3,139-60.3% | $2,854-56.3% | $4,762-73.8% |
| Participant deferral / active EE | $3,039 | $4,281-29.0% | $3,885-21.8% | $5,850-48.1% |
| Admin fee / account holder | $102 | $6,171-98.3% | $5,351-98.1% | $11,596-99.1% |