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 | $14,626 | $48,795-70.0% | $65,493-77.7% | $84,808-82.8% |
| Participation rate | 96.6% | 67.0%+29.6pp | 73.1%+23.5pp | 68.3%+28.2pp |
| Annual return | 20.18% | 20.20%0pp | 982.45%-962.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $858 | $1,930-55.6% | $2,574-66.7% | $2,631-67.4% |
| Participant deferral / active EE | $2,866 | $2,928-2.1% | $3,961-27.6% | $4,212-31.9% |
| Admin fee / account holder | $156 | $3,877-96.0% | $5,028-96.9% | $7,344-97.9% |