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 | $17,044 | $114,381-85.1% | $107,525-84.1% | $142,382-88.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 18.82% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,383 | $4,015-65.6% | $3,754-63.2% | $4,299-67.8% |
| Participant deferral / active EE | $2,224 | $5,564-60.0% | $5,116-56.5% | $6,507-65.8% |
| Admin fee / account holder | $156 | $9,860-98.4% | $8,919-98.3% | $12,624-98.8% |