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 | $20,063 | $48,795-58.9% | $65,493-69.4% | $84,808-76.3% |
| Participation rate | 84.6% | 67.0%+17.6pp | 73.1%+11.5pp | 68.3%+16.3pp |
| Annual return | 18.75% | 20.20%-1.4pp | 982.45%-963.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,136 | $1,930-41.1% | $2,574-55.9% | $2,631-56.8% |
| Participant deferral / active EE | $2,308 | $2,928-21.2% | $3,961-41.7% | $4,212-45.2% |
| Admin fee / account holder | $217 | $3,877-94.4% | $5,028-95.7% | $7,344-97.1% |