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 | $19,120 | $148,534-87.1% | $135,903-85.9% | $139,434-86.3% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 24.48% | 79.19%-54.7pp | 68.23%-43.8pp | 372.94%-348.5pp |
| Employer contribution / active EE | $2,708 | $5,243-48.3% | $4,856-44.2% | $4,751-43.0% |
| Participant deferral / active EE | $6,460 | $8,100-20.2% | $7,758-16.7% | $6,710-3.7% |
| Admin fee / account holder | $151 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |