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 5-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 | $8,953 | $99,877-91.0% | $84,966-89.5% | $145,922-93.9% |
| Participation rate | 84.2% | 74.1%+10.1pp | 67.5%+16.7pp | 80.3%+3.9pp |
| Annual return | 12.26% | 83.76%-71.5pp | 66.38%-54.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,048 | $3,231-67.6% | $2,727-61.6% | $4,660-77.5% |
| Participant deferral / active EE | $1,706 | $5,291-67.8% | $4,519-62.3% | $6,688-74.5% |
| Admin fee / account holder | $229 | $7,248-96.8% | $6,149-96.3% | $13,397-98.3% |