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 | $24,604 | $148,534-83.4% | $135,903-81.9% | $139,434-82.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 22.58% | 79.19%-56.6pp | 68.23%-45.6pp | 372.94%-350.4pp |
| Employer contribution / active EE | $3,604 | $5,243-31.3% | $4,856-25.8% | $4,751-24.1% |
| Participant deferral / active EE | $6,165 | $8,100-23.9% | $7,758-20.5% | $6,710-8.1% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |