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 | $18,310 | $183,519-90.0% | $155,509-88.2% | $145,922-87.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 26.25% | 61.17%-34.9pp | 64.67%-38.4pp | 561.29%-535.0pp |
| Employer contribution / active EE | $2,892 | $5,313-45.6% | $4,672-38.1% | $4,660-37.9% |
| Participant deferral / active EE | $7,008 | $6,462+8.4% | $5,626+24.6% | $6,688+4.8% |
| Admin fee / account holder | $228 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |