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 | $26,625 | $109,881-75.8% | $150,045-82.3% | $84,808-68.6% |
| Participation rate | 84.0% | 76.1%+7.9pp | 82.3%+1.7pp | 68.3%+15.7pp |
| Annual return | 22.84% | 28.25%-5.4pp | 62.55%-39.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $5,193 | $3,561+45.8% | $4,693+10.7% | $2,631+97.4% |
| Participant deferral / active EE | $5,264 | $6,636-20.7% | $7,997-34.2% | $4,212+25.0% |
| Admin fee / account holder | $129 | $8,568-98.5% | $13,435-99.0% | $7,344-98.3% |