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 | $19,587 | $88,751-77.9% | $81,812-76.1% | $145,922-86.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 24.31% | 1025.40%-1001.1pp | 773.79%-749.5pp | 561.29%-537.0pp |
| Employer contribution / active EE | $2,484 | $3,083-19.5% | $2,912-14.7% | $4,660-46.7% |
| Participant deferral / active EE | $6,594 | $4,643+42.0% | $4,319+52.7% | $6,688-1.4% |
| Admin fee / account holder | $226 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |