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 | $17,978 | $115,708-84.5% | $65,255-72.4% | $139,434-87.1% |
| Participation rate | 70.8% | 67.8%+3.0pp | 65.0%+5.9pp | 80.3%-9.5pp |
| Annual return | 18.92% | 31.19%-12.3pp | 47.35%-28.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,418 | $2,599-45.4% | $1,691-16.1% | $4,751-70.1% |
| Participant deferral / active EE | $4,529 | $4,240+6.8% | $2,831+60.0% | $6,710-32.5% |
| Admin fee / account holder | $169 | $6,698-97.5% | $4,112-95.9% | $11,403-98.5% |