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 | $29,973 | $74,888-60.0% | $71,209-57.9% | $142,382-78.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.34% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $916 | $2,854-67.9% | $2,721-66.3% | $4,299-78.7% |
| Participant deferral / active EE | $6,889 | $4,454+54.7% | $4,175+65.0% | $6,507+5.9% |
| Admin fee / account holder | $216 | $5,568-96.1% | $5,349-96.0% | $12,624-98.3% |