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 | $18,601 | $80,717-77.0% | $154,803-88.0% | $84,808-78.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.93% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,365 | $2,761-50.6% | $4,305-68.3% | $2,631-48.1% |
| Participant deferral / active EE | $2,517 | $3,303-23.8% | $5,540-54.6% | $4,212-40.2% |
| Admin fee / account holder | $40 | $6,746-99.4% | $14,329-99.7% | $7,344-99.5% |