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 | $22,299 | $117,983-81.1% | $101,794-78.1% | $142,382-84.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 18.86% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,209 | $2,773-56.4% | $2,289-47.2% | $4,299-71.9% |
| Participant deferral / active EE | $2,176 | $4,714-53.8% | $4,084-46.7% | $6,507-66.6% |
| Admin fee / account holder | $112 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |