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 | $12,420 | $99,877-87.6% | $84,966-85.4% | $145,922-91.5% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.2pp | 80.3%+11.4pp |
| Annual return | 13.16% | 83.76%-70.6pp | 66.38%-53.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,346 | $3,231-58.3% | $2,727-50.6% | $4,660-71.1% |
| Participant deferral / active EE | $2,494 | $5,291-52.9% | $4,519-44.8% | $6,688-62.7% |
| Admin fee / account holder | $52 | $7,248-99.3% | $6,149-99.2% | $13,397-99.6% |