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 | $22,578 | $100,773-77.6% | $88,946-74.6% | $142,382-84.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.41% | 70.18%-56.8pp | 57.82%-44.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,428 | $2,918-16.8% | $2,555-5.0% | $4,299-43.5% |
| Participant deferral / active EE | $5,791 | $5,230+10.7% | $4,581+26.4% | $6,507-11.0% |
| Admin fee / account holder | $80 | $9,693-99.2% | $8,261-99.0% | $12,624-99.4% |