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 3-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 | $15,904 | $101,618-84.3% | $93,063-82.9% | $137,256-88.4% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 21.12% | 223.95%-202.8pp | 34.15%-13.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,151 | $2,707-20.5% | $2,476-13.1% | $4,156-48.2% |
| Participant deferral / active EE | $4,117 | $4,279-3.8% | $3,958+4.0% | $6,407-35.7% |
| Admin fee / account holder | $201 | $6,198-96.8% | $6,033-96.7% | $12,270-98.4% |