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 | $21,186 | $114,381-81.5% | $107,525-80.3% | $142,382-85.1% |
| Participation rate | 87.0% | 78.1%+8.8pp | 75.1%+11.9pp | 80.1%+6.8pp |
| Annual return | 20.63% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,599 | $4,015-60.2% | $3,754-57.4% | $4,299-62.8% |
| Participant deferral / active EE | $4,100 | $5,564-26.3% | $5,116-19.8% | $6,507-37.0% |
| Admin fee / account holder | $240 | $9,860-97.6% | $8,919-97.3% | $12,624-98.1% |