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 | $22,362 | $111,754-80.0% | $103,333-78.4% | $145,922-84.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.26% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,743 | $4,212-58.6% | $3,868-54.9% | $4,660-62.6% |
| Participant deferral / active EE | $3,453 | $5,619-38.5% | $5,057-31.7% | $6,688-48.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |