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 | $9,480 | $76,407-87.6% | $150,298-93.7% | $82,448-88.5% |
| Participation rate | 83.3% | 66.4%+16.9pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 22.19% | 39.99%-17.8pp | 62.79%-40.6pp | 41.64%-19.5pp |
| Employer contribution / active EE | $809 | $2,614-69.0% | $4,154-80.5% | $2,551-68.3% |
| Participant deferral / active EE | $1,576 | $3,214-51.0% | $5,453-71.1% | $4,139-61.9% |
| Admin fee / account holder | $37 | $6,352-99.4% | $14,116-99.7% | $7,234-99.5% |