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 | $18,884 | $114,381-83.5% | $107,525-82.4% | $142,382-86.7% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 22.12% | 242.71%-220.6pp | 181.32%-159.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,338 | $4,015-66.7% | $3,754-64.4% | $4,299-68.9% |
| Participant deferral / active EE | $1,980 | $5,564-64.4% | $5,116-61.3% | $6,507-69.6% |
| Admin fee / account holder | $242 | $9,860-97.5% | $8,919-97.3% | $12,624-98.1% |