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 | $22,459 | $175,202-87.2% | $149,673-85.0% | $139,434-83.9% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 23.76% | 166.71%-143.0pp | 134.42%-110.7pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,688 | $5,474-69.2% | $4,818-65.0% | $4,751-64.5% |
| Participant deferral / active EE | $6,826 | $6,519+4.7% | $5,680+20.2% | $6,710+1.7% |
| Admin fee / account holder | $84 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |