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 | $18,048 | $172,111-89.5% | $150,298-88.0% | $137,256-86.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.47% | 69.37%-46.9pp | 62.79%-40.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $838 | $4,636-81.9% | $4,154-79.8% | $4,156-79.8% |
| Participant deferral / active EE | $3,442 | $6,166-44.2% | $5,453-36.9% | $6,407-46.3% |
| Admin fee / account holder | $280 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |