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 | $22,361 | $177,572-87.4% | $154,803-85.6% | $142,382-84.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 21.32% | 65.07%-43.7pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,026 | $4,810-78.7% | $4,305-76.2% | $4,299-76.1% |
| Participant deferral / active EE | $5,169 | $6,272-17.6% | $5,540-6.7% | $6,507-20.6% |
| Admin fee / account holder | $125 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |