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 | $17,762 | $99,877-82.2% | $84,966-79.1% | $145,922-87.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 13.93% | 83.76%-69.8pp | 66.38%-52.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,667 | $3,231-17.5% | $2,727-2.2% | $4,660-42.8% |
| Participant deferral / active EE | $3,310 | $5,291-37.4% | $4,519-26.8% | $6,688-50.5% |
| Admin fee / account holder | $91 | $7,248-98.7% | $6,149-98.5% | $13,397-99.3% |