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 | $21,955 | $114,381-80.8% | $107,525-79.6% | $142,382-84.6% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 22.40% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,711 | $4,015-57.4% | $3,754-54.4% | $4,299-60.2% |
| Participant deferral / active EE | $2,819 | $5,564-49.3% | $5,116-44.9% | $6,507-56.7% |
| Admin fee / account holder | $153 | $9,860-98.4% | $8,919-98.3% | $12,624-98.8% |