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 | $16,016 | $202,432-92.1% | $169,368-90.5% | $139,434-88.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.36% | 531.74%-516.4pp | 405.60%-390.2pp | 372.94%-357.6pp |
| Employer contribution / active EE | $5,622 | $4,692+19.8% | $4,013+40.1% | $4,751+18.3% |
| Participant deferral / active EE | $2,046 | $6,938-70.5% | $6,221-67.1% | $6,710-69.5% |
| Admin fee / account holder | $185 | $10,708-98.3% | $9,003-97.9% | $11,403-98.4% |