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 | $19,775 | $111,724-82.3% | $93,606-78.9% | $145,922-86.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 15.16% | 202.98%-187.8pp | 133.20%-118.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,940 | $3,090-37.2% | $2,420-19.8% | $4,660-58.4% |
| Participant deferral / active EE | $3,503 | $4,912-28.7% | $4,411-20.6% | $6,688-47.6% |
| Admin fee / account holder | $89 | $10,250-99.1% | $8,285-98.9% | $13,397-99.3% |