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 | $19,293 | $177,572-89.1% | $154,803-87.5% | $142,382-86.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 14.16% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,227 | $4,810-74.5% | $4,305-71.5% | $4,299-71.5% |
| Participant deferral / active EE | $2,903 | $6,272-53.7% | $5,540-47.6% | $6,507-55.4% |
| Admin fee / account holder | $183 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |