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 | $25,254 | $106,515-76.3% | $96,683-73.9% | $139,434-81.9% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 26.58% | 38.43%-11.8pp | 35.69%-9.1pp | 372.94%-346.4pp |
| Employer contribution / active EE | $3,007 | $4,103-26.7% | $3,737-19.5% | $4,751-36.7% |
| Participant deferral / active EE | $5,016 | $5,454-8.0% | $4,878+2.8% | $6,710-25.2% |
| Admin fee / account holder | $80 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |