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 | $9,624 | $81,248-88.2% | $155,509-93.8% | $80,856-88.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.76% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,029 | $3,100-34.5% | $4,672-56.6% | $2,755-26.3% |
| Participant deferral / active EE | $1,836 | $3,452-46.8% | $5,626-67.4% | $4,296-57.3% |
| Admin fee / account holder | $123 | $7,997-98.5% | $15,912-99.2% | $6,918-98.2% |