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 | $16,924 | $74,888-77.4% | $71,209-76.2% | $142,382-88.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.66% | 345.14%-323.5pp | 282.51%-260.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,040 | $2,854-63.6% | $2,721-61.8% | $4,299-75.8% |
| Participant deferral / active EE | $3,417 | $4,454-23.3% | $4,175-18.2% | $6,507-47.5% |
| Admin fee / account holder | $156 | $5,568-97.2% | $5,349-97.1% | $12,624-98.8% |