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 | $21,663 | $159,901-86.5% | $146,958-85.3% | $145,922-85.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 12.20% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,534 | $5,286-71.0% | $4,933-68.9% | $4,660-67.1% |
| Participant deferral / active EE | $2,894 | $8,428-65.7% | $8,070-64.1% | $6,688-56.7% |
| Admin fee / account holder | $133 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |