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 | $36,428 | $179,726-79.7% | $156,263-76.7% | $142,382-74.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 15.82% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,646 | $5,069-67.5% | $4,333-62.0% | $4,299-61.7% |
| Participant deferral / active EE | $5,044 | $6,956-27.5% | $6,158-18.1% | $6,507-22.5% |
| Admin fee / account holder | $9 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |