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 3-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 | $15,443 | $210,648-92.7% | $177,989-91.3% | $145,922-89.4% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 17.01% | 385.86%-368.8pp | 294.48%-277.5pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,657 | $4,565-41.8% | $3,949-32.7% | $4,660-43.0% |
| Participant deferral / active EE | $4,419 | $6,958-36.5% | $6,276-29.6% | $6,688-33.9% |
| Admin fee / account holder | $29 | $12,013-99.8% | $10,363-99.7% | $13,397-99.8% |