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 | $27,022 | $107,452-74.9% | $91,541-70.5% | $142,382-81.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.95% | 22.06%-0.1pp | 20.50%+1.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,603 | $2,994-46.5% | $2,505-36.0% | $4,299-62.7% |
| Participant deferral / active EE | $4,533 | $4,754-4.6% | $4,008+13.1% | $6,507-30.3% |
| Admin fee / account holder | $1 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |