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 | $22,487 | $154,117-85.4% | $129,995-82.7% | $139,434-83.9% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.5%-1.6pp | 80.3%-3.4pp |
| Annual return | 51.21% | 32.48%+18.7pp | -137.18%+188.4pp | 372.94%-321.7pp |
| Employer contribution / active EE | $2,174 | $5,289-58.9% | $4,320-49.7% | $4,751-54.2% |
| Participant deferral / active EE | $4,372 | $6,710-34.8% | $5,820-24.9% | $6,710-34.8% |
| Admin fee / account holder | $249 | $14,007-98.2% | $10,614-97.7% | $11,403-97.8% |