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 | $46,250 | $112,729-59.0% | $98,716-53.1% | $137,256-66.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 15.39% | 38.48%-23.1pp | 31.81%-16.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,409 | $2,725-48.3% | $2,279-38.2% | $4,156-66.1% |
| Participant deferral / active EE | $4,983 | $4,640+7.4% | $4,048+23.1% | $6,407-22.2% |
| Admin fee / account holder | $9 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |