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 | $24,589 | $114,381-78.5% | $107,525-77.1% | $142,382-82.7% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 23.13% | 242.71%-219.6pp | 181.32%-158.2pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,792 | $4,015-55.4% | $3,754-52.3% | $4,299-58.3% |
| Participant deferral / active EE | $2,921 | $5,564-47.5% | $5,116-42.9% | $6,507-55.1% |
| Admin fee / account holder | $93 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |