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 | $18,571 | $114,381-83.8% | $107,525-82.7% | $142,382-87.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 26.18% | 242.71%-216.5pp | 181.32%-155.1pp | 217.08%-190.9pp |
| Employer contribution / active EE | $1,307 | $4,015-67.5% | $3,754-65.2% | $4,299-69.6% |
| Participant deferral / active EE | $5,416 | $5,564-2.7% | $5,116+5.9% | $6,507-16.8% |
| Admin fee / account holder | $15 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |