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 | $19,778 | $156,846-87.4% | $121,098-83.7% | $139,434-85.8% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 27.12% | 1474.56%-1447.4pp | 985.75%-958.6pp | 372.94%-345.8pp |
| Employer contribution / active EE | $2,369 | $5,536-57.2% | $4,164-43.1% | $4,751-50.1% |
| Participant deferral / active EE | $4,310 | $4,844-11.0% | $4,080+5.6% | $6,710-35.8% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |