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 | $32,989 | $111,754-70.5% | $103,333-68.1% | $145,922-77.4% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 13.74% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,450 | $4,212-41.9% | $3,868-36.7% | $4,660-47.4% |
| Participant deferral / active EE | $4,320 | $5,619-23.1% | $5,057-14.6% | $6,688-35.4% |
| Admin fee / account holder | $19 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |