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 | $12,917 | $111,754-88.4% | $103,333-87.5% | $145,922-91.1% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 14.99% | 24.77%-9.8pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,261 | $4,212-46.3% | $3,868-41.5% | $4,660-51.5% |
| Participant deferral / active EE | $2,912 | $5,619-48.2% | $5,057-42.4% | $6,688-56.5% |
| Admin fee / account holder | $59 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |