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 | $12,512 | $110,261-88.7% | $95,745-86.9% | $139,434-91.0% |
| Participation rate | 86.4% | 75.8%+10.6pp | 72.3%+14.1pp | 80.3%+6.0pp |
| Annual return | 16.73% | 27.11%-10.4pp | 28.35%-11.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,063 | $3,257-36.7% | $2,835-27.2% | $4,751-56.6% |
| Participant deferral / active EE | $3,548 | $4,676-24.1% | $4,245-16.4% | $6,710-47.1% |
| Admin fee / account holder | $77 | $6,613-98.8% | $5,678-98.6% | $11,403-99.3% |