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 | $9,544 | $90,348-89.4% | $75,972-87.4% | $145,922-93.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 14.28% | 620.88%-606.6pp | 359.55%-345.3pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,616 | $3,311-51.2% | $2,685-39.8% | $4,660-65.3% |
| Participant deferral / active EE | $1,924 | $5,162-62.7% | $4,255-54.8% | $6,688-71.2% |
| Admin fee / account holder | $30 | $8,467-99.6% | $6,467-99.5% | $13,397-99.8% |