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 | $17,157 | $54,705-68.6% | $71,209-75.9% | $84,808-79.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 20.70% | 35.90%-15.2pp | 282.51%-261.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,277 | $2,158-40.8% | $2,721-53.1% | $2,631-51.5% |
| Participant deferral / active EE | $2,513 | $3,030-17.1% | $4,175-39.8% | $4,212-40.3% |
| Admin fee / account holder | $254 | $4,863-94.8% | $5,349-95.3% | $7,344-96.5% |