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 | $34,305 | $106,515-67.8% | $96,683-64.5% | $139,434-75.4% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 30.80% | 38.43%-7.6pp | 35.69%-4.9pp | 372.94%-342.1pp |
| Employer contribution / active EE | $3,567 | $4,103-13.1% | $3,737-4.5% | $4,751-24.9% |
| Participant deferral / active EE | $8,782 | $5,454+61.0% | $4,878+80.0% | $6,710+30.9% |
| Admin fee / account holder | $19 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |