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 | $21,394 | $100,773-78.8% | $88,946-75.9% | $142,382-85.0% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.8%+9.7pp | 80.1%-1.5pp |
| Annual return | 16.76% | 70.18%-53.4pp | 57.82%-41.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,750 | $2,918-40.0% | $2,555-31.5% | $4,299-59.3% |
| Participant deferral / active EE | $2,351 | $5,230-55.1% | $4,581-48.7% | $6,507-63.9% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |