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 | $14,973 | $68,719-78.2% | $91,541-83.6% | $84,808-82.3% |
| Participation rate | 92.7% | 64.5%+28.2pp | 69.8%+22.9pp | 68.3%+24.4pp |
| Annual return | 17.69% | 19.12%-1.4pp | 20.50%-2.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,632 | $3,136+15.8% | $4,008-9.4% | $4,212-13.8% |
| Admin fee / account holder | $3 | $5,786-99.9% | $6,956-100.0% | $7,344-100.0% |