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 | $37,903 | $104,974-63.9% | $95,585-60.3% | $142,382-73.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.22% | 210.33%-192.1pp | 38.56%-20.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $892 | $2,779-67.9% | $2,527-64.7% | $4,299-79.2% |
| Participant deferral / active EE | $3,744 | $4,352-14.0% | $4,023-6.9% | $6,507-42.5% |
| Admin fee / account holder | $145 | $6,386-97.7% | $6,127-97.6% | $12,624-98.9% |