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 | $25,213 | $69,207-63.6% | $64,056-60.6% | $139,434-81.9% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 12.51% | 45.88%-33.4pp | 33.69%-21.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,148 | $3,182-32.5% | $2,747-21.8% | $4,751-54.8% |
| Participant deferral / active EE | $2,640 | $4,682-43.6% | $3,880-32.0% | $6,710-60.7% |
| Admin fee / account holder | $71 | $4,244-98.3% | $3,068-97.7% | $11,403-99.4% |