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 | $27,178 | $111,754-75.7% | $103,333-73.7% | $145,922-81.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.95% | 24.77%-7.8pp | 24.88%-7.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,242 | $4,212-70.5% | $3,868-67.9% | $4,660-73.4% |
| Participant deferral / active EE | $2,041 | $5,619-63.7% | $5,057-59.6% | $6,688-69.5% |
| Admin fee / account holder | $113 | $9,750-98.8% | $8,355-98.7% | $13,397-99.2% |