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 | $21,407 | $117,983-81.9% | $101,794-79.0% | $142,382-85.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 47.11% | 36.92%+10.2pp | 30.53%+16.6pp | 217.08%-170.0pp |
| Employer contribution / active EE | $706 | $2,773-74.5% | $2,289-69.1% | $4,299-83.6% |
| Participant deferral / active EE | $3,322 | $4,714-29.5% | $4,084-18.7% | $6,507-48.9% |
| Admin fee / account holder | $99 | $10,433-99.1% | $8,777-98.9% | $12,624-99.2% |