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 | $16,240 | $114,381-85.8% | $107,525-84.9% | $142,382-88.6% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 22.74% | 242.71%-220.0pp | 181.32%-158.6pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,190 | $4,015-70.4% | $3,754-68.3% | $4,299-72.3% |
| Participant deferral / active EE | $2,126 | $5,564-61.8% | $5,116-58.4% | $6,507-67.3% |
| Admin fee / account holder | $182 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |