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 | $32,327 | $111,754-71.1% | $103,333-68.7% | $145,922-77.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.74% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,357 | $4,212-67.8% | $3,868-64.9% | $4,660-70.9% |
| Participant deferral / active EE | $6,719 | $5,619+19.6% | $5,057+32.9% | $6,688+0.5% |
| Admin fee / account holder | $168 | $9,750-98.3% | $8,355-98.0% | $13,397-98.7% |