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 | $22,354 | $110,261-79.7% | $95,745-76.7% | $139,434-84.0% |
| Participation rate | 76.9% | 75.8%+1.2pp | 72.3%+4.7pp | 80.3%-3.4pp |
| Annual return | 19.15% | 27.11%-8.0pp | 28.35%-9.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,901 | $3,257-41.6% | $2,835-32.9% | $4,751-60.0% |
| Participant deferral / active EE | $4,685 | $4,676+0.2% | $4,245+10.4% | $6,710-30.2% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |