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 10-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 | $16,118 | $100,901-84.0% | $75,670-78.7% | $147,584-89.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 28.12% | 35.78%-7.7pp | 27.34%+0.8pp | 578.55%-550.4pp |
| Employer contribution / active EE | $3,301 | $3,253+1.5% | $2,352+40.3% | $4,876-32.3% |
| Participant deferral / active EE | $3,736 | $4,027-7.2% | $3,142+18.9% | $5,439-31.3% |
| Admin fee / account holder | $31 | $11,285-99.7% | $5,800-99.5% | $10,885-99.7% |