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 | $21,705 | $210,648-89.7% | $177,989-87.8% | $145,922-85.1% |
| Participation rate | 89.5% | 80.8%+8.7pp | 77.1%+12.4pp | 80.3%+9.2pp |
| Annual return | 12.85% | 385.86%-373.0pp | 294.48%-281.6pp | 561.29%-548.4pp |
| Employer contribution / active EE | $790 | $4,565-82.7% | $3,949-80.0% | $4,660-83.1% |
| Participant deferral / active EE | $6,413 | $6,958-7.8% | $6,276+2.2% | $6,688-4.1% |
| Admin fee / account holder | $8 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |