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 | $8,375 | $22,587-62.9% | $65,255-87.2% | $75,163-88.9% |
| Participation rate | 77.8% | 63.1%+14.7pp | 65.0%+12.8pp | 67.2%+10.6pp |
| Annual return | 22.24% | 71.03%-48.8pp | 47.35%-25.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,436 | $941+159.0% | $1,691+44.1% | $2,670-8.7% |
| Participant deferral / active EE | $1,542 | $1,695-9.1% | $2,831-45.5% | $4,125-62.6% |
| Admin fee / account holder | $53 | $1,876-97.2% | $4,112-98.7% | $5,651-99.1% |