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 6-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 | $15,822 | $95,416-83.4% | $185,823-91.5% | $85,850-81.6% |
| Participation rate | 91.4% | 68.8%+22.6pp | 81.7%+9.7pp | 69.3%+22.1pp |
| Annual return | 16.82% | 23.59%-6.8pp | 122.05%-105.2pp | 318.53%-301.7pp |
| Employer contribution / active EE | $2,267 | $3,314-31.6% | $5,167-56.1% | $2,565-11.6% |
| Participant deferral / active EE | $5,045 | $3,423+47.4% | $5,568-9.4% | $3,952+27.7% |
| Admin fee / account holder | $140 | $7,213-98.1% | $16,237-99.1% | $6,260-97.8% |