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 | $101,618-62.7% | $93,063-59.3% | $137,256-72.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.22% | 223.95%-205.7pp | 34.15%-15.9pp | 220.34%-202.1pp |
| Employer contribution / active EE | $892 | $2,707-67.0% | $2,476-64.0% | $4,156-78.5% |
| Participant deferral / active EE | $3,744 | $4,279-12.5% | $3,958-5.4% | $6,407-41.6% |
| Admin fee / account holder | $145 | $6,198-97.7% | $6,033-97.6% | $12,270-98.8% |