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 | $10,361 | $95,266-89.1% | $82,389-87.4% | $142,382-92.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 28.52% | 25.74%+2.8pp | 28.67%-0.1pp | 217.08%-188.6pp |
| Employer contribution / active EE | $1,216 | $2,991-59.4% | $2,517-51.7% | $4,299-71.7% |
| Participant deferral / active EE | $1,530 | $4,809-68.2% | $4,155-63.2% | $6,507-76.5% |
| Admin fee / account holder | $160 | $8,563-98.1% | $7,231-97.8% | $12,624-98.7% |