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 | $19,850 | $77,314-74.3% | $177,989-88.8% | $80,856-75.5% |
| Participation rate | 83.7% | 65.7%+18.0pp | 77.1%+6.6pp | 67.6%+16.1pp |
| Annual return | 11.04% | 18.09%-7.1pp | 294.48%-283.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $924 | $2,292-59.7% | $3,949-76.6% | $2,755-66.5% |
| Participant deferral / active EE | $3,021 | $4,411-31.5% | $6,276-51.9% | $4,296-29.7% |
| Admin fee / account holder | $300 | $7,191-95.8% | $10,363-97.1% | $6,918-95.7% |