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 | $111,535-83.3% | $105,223-82.4% | $137,256-86.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 26.18% | 237.85%-211.7pp | 180.65%-154.5pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,307 | $3,939-66.8% | $3,689-64.6% | $4,156-68.6% |
| Participant deferral / active EE | $5,416 | $5,500-1.5% | $5,072+6.8% | $6,407-15.5% |
| Admin fee / account holder | $15 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |