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 | $22,472 | $183,519-87.8% | $155,509-85.5% | $145,922-84.6% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 24.01% | 61.17%-37.2pp | 64.67%-40.7pp | 561.29%-537.3pp |
| Employer contribution / active EE | $3,868 | $5,313-27.2% | $4,672-17.2% | $4,660-17.0% |
| Participant deferral / active EE | $4,304 | $6,462-33.4% | $5,626-23.5% | $6,688-35.6% |
| Admin fee / account holder | $215 | $19,313-98.9% | $15,912-98.6% | $13,397-98.4% |