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 | $80,717-88.3% | $154,803-93.9% | $84,808-88.8% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 22.19% | 37.96%-15.8pp | 58.88%-36.7pp | 40.90%-18.7pp |
| Employer contribution / active EE | $809 | $2,761-70.7% | $4,305-81.2% | $2,631-69.2% |
| Participant deferral / active EE | $1,576 | $3,303-52.3% | $5,540-71.5% | $4,212-62.6% |
| Admin fee / account holder | $37 | $6,746-99.5% | $14,329-99.7% | $7,344-99.5% |