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 | $13,091 | $57,590-77.3% | $86,233-84.8% | $82,448-84.1% |
| Participation rate | 94.9% | 57.9%+37.0pp | 69.0%+25.9pp | 68.1%+26.8pp |
| Annual return | 22.77% | 22.41%+0.4pp | 61.39%-38.6pp | 41.64%-18.9pp |
| Employer contribution / active EE | $1,813 | $1,655+9.5% | $2,504-27.6% | $2,551-28.9% |
| Participant deferral / active EE | $3,220 | $3,080+4.6% | $4,559-29.4% | $4,139-22.2% |
| Admin fee / account holder | $59 | $4,730-98.8% | $8,342-99.3% | $7,234-99.2% |