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 | $25,963 | $111,754-76.8% | $103,333-74.9% | $145,922-82.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 13.22% | 24.77%-11.5pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,512 | $4,212-64.1% | $3,868-60.9% | $4,660-67.6% |
| Participant deferral / active EE | $5,028 | $5,619-10.5% | $5,057-0.6% | $6,688-24.8% |
| Admin fee / account holder | $141 | $9,750-98.6% | $8,355-98.3% | $13,397-98.9% |