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 | $18,400 | $110,261-83.3% | $95,745-80.8% | $139,434-86.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.57% | 27.11%+1.5pp | 28.35%+0.2pp | 372.94%-344.4pp |
| Employer contribution / active EE | $1,615 | $3,257-50.4% | $2,835-43.0% | $4,751-66.0% |
| Participant deferral / active EE | $8,014 | $4,676+71.4% | $4,245+88.8% | $6,710+19.4% |
| Admin fee / account holder | $47 | $6,613-99.3% | $5,678-99.2% | $11,403-99.6% |