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 | $18,377 | $133,922-86.3% | $116,228-84.2% | $142,382-87.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 20.83% | 147.76%-126.9pp | 90.06%-69.2pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,374 | $3,446-60.1% | $2,994-54.1% | $4,299-68.0% |
| Participant deferral / active EE | $1,931 | $5,672-66.0% | $4,953-61.0% | $6,507-70.3% |
| Admin fee / account holder | $66 | $14,945-99.6% | $11,989-99.5% | $12,624-99.5% |