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 | $10,576 | $81,233-87.0% | $155,567-93.2% | $80,874-86.9% |
| Participation rate | 90.5% | 66.2%+24.2pp | 78.2%+12.3pp | 67.6%+22.8pp |
| Annual return | 21.08% | 33.33%-12.3pp | 64.74%-43.7pp | 35.62%-14.5pp |
| Employer contribution / active EE | $2,651 | $3,101-14.5% | $4,674-43.3% | $2,756-3.8% |
| Participant deferral / active EE | $2,958 | $3,452-14.3% | $5,628-47.4% | $4,297-31.2% |
| Admin fee / account holder | $76 | $7,998-99.1% | $15,916-99.5% | $6,935-98.9% |