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 | $21,686 | $61,774-64.9% | $97,226-77.7% | $80,856-73.2% |
| Participation rate | 86.8% | 63.5%+23.3pp | 72.7%+14.2pp | 67.6%+19.2pp |
| Annual return | 16.78% | -557.90%+574.7pp | 75.13%-58.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,156 | $1,837+17.4% | $2,729-21.0% | $2,755-21.7% |
| Participant deferral / active EE | $4,927 | $3,029+62.7% | $4,264+15.6% | $4,296+14.7% |
| Admin fee / account holder | $11 | $5,166-99.8% | $5,654-99.8% | $6,918-99.8% |