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 | $17,425 | $202,432-91.4% | $169,368-89.7% | $139,434-87.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.15% | 531.74%-509.6pp | 405.60%-383.5pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,937 | $4,692-58.7% | $4,013-51.7% | $4,751-59.2% |
| Participant deferral / active EE | $4,120 | $6,938-40.6% | $6,221-33.8% | $6,710-38.6% |
| Admin fee / account holder | $188 | $10,708-98.2% | $9,003-97.9% | $11,403-98.4% |