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 | $19,068 | $106,515-82.1% | $96,683-80.3% | $139,434-86.3% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 32.79% | 38.43%-5.6pp | 35.69%-2.9pp | 372.94%-340.1pp |
| Employer contribution / active EE | $3,198 | $4,103-22.1% | $3,737-14.4% | $4,751-32.7% |
| Participant deferral / active EE | $5,136 | $5,454-5.8% | $4,878+5.3% | $6,710-23.5% |
| Admin fee / account holder | $17 | $7,877-99.8% | $6,730-99.7% | $11,403-99.9% |