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 | $21,801 | $100,773-78.4% | $88,946-75.5% | $142,382-84.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.34% | 70.18%-47.8pp | 57.82%-35.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $881 | $2,918-69.8% | $2,555-65.5% | $4,299-79.5% |
| Participant deferral / active EE | $1,610 | $5,230-69.2% | $4,581-64.9% | $6,507-75.3% |
| Admin fee / account holder | $83 | $9,693-99.1% | $8,261-99.0% | $12,624-99.3% |