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 6-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 | $25,064 | $227,553-89.0% | $189,557-86.8% | $167,490-85.0% |
| Participation rate | 90.5% | 82.5%+8.0pp | 78.4%+12.0pp | 82.1%+8.4pp |
| Annual return | 21.14% | 78.40%-57.3pp | 64.17%-43.0pp | 478.56%-457.4pp |
| Employer contribution / active EE | $4,312 | $5,316-18.9% | $4,412-2.3% | $4,837-10.9% |
| Participant deferral / active EE | $5,952 | $7,002-15.0% | $6,174-3.6% | $6,341-6.1% |
| Admin fee / account holder | $66 | $11,878-99.4% | $9,807-99.3% | $12,309-99.5% |