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 | $18,208 | $99,918-81.8% | $81,382-77.6% | $145,922-87.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 40.58% | 34.32%+6.3pp | 24.73%+15.8pp | 561.29%-520.7pp |
| Employer contribution / active EE | $1,038 | $2,978-65.1% | $2,463-57.8% | $4,660-77.7% |
| Participant deferral / active EE | $2,772 | $4,605-39.8% | $3,883-28.6% | $6,688-58.6% |
| Admin fee / account holder | $62 | $8,212-99.2% | $5,768-98.9% | $13,397-99.5% |