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 6-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 | $18,998 | $58,234-67.4% | $81,783-76.8% | $80,874-76.5% |
| Participation rate | 88.6% | 63.4%+25.1pp | 72.4%+16.2pp | 67.6%+20.9pp |
| Annual return | 14.80% | 41.70%-26.9pp | 775.05%-760.3pp | 35.62%-20.8pp |
| Employer contribution / active EE | $1,251 | $2,341-46.6% | $2,913-57.1% | $2,756-54.6% |
| Participant deferral / active EE | $3,477 | $3,283+5.9% | $4,320-19.5% | $4,297-19.1% |
| Admin fee / account holder | $23 | $4,982-99.5% | $7,380-99.7% | $6,935-99.7% |