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 6-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 | $16,315 | $64,839-74.8% | $95,585-82.9% | $84,808-80.8% |
| Participation rate | 75.0% | 63.8%+11.2pp | 72.1%+2.9pp | 68.3%+6.7pp |
| Annual return | 22.00% | -670.96%+693.0pp | 38.56%-16.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,198 | $1,759-31.9% | $2,527-52.6% | $2,631-54.5% |
| Participant deferral / active EE | $1,419 | $2,965-52.1% | $4,023-64.7% | $4,212-66.3% |
| Admin fee / account holder | $182 | $5,964-97.0% | $6,127-97.0% | $7,344-97.5% |