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 | $14,626 | $47,479-69.2% | $62,929-76.8% | $82,448-82.3% |
| Participation rate | 96.6% | 66.9%+29.7pp | 73.1%+23.4pp | 68.1%+28.5pp |
| Annual return | 20.18% | 20.34%-0.2pp | 1063.93%-1043.8pp | 41.64%-21.5pp |
| Employer contribution / active EE | $858 | $1,885-54.5% | $2,505-65.8% | $2,551-66.4% |
| Participant deferral / active EE | $2,866 | $2,870-0.2% | $3,888-26.3% | $4,139-30.8% |
| Admin fee / account holder | $156 | $3,804-95.9% | $5,065-96.9% | $7,234-97.8% |