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 | $20,930 | $169,161-87.6% | $129,295-83.8% | $145,959-85.7% |
| Participation rate | 93.3% | 76.5%+16.9pp | 69.6%+23.7pp | 80.3%+13.0pp |
| Annual return | 12.95% | 14348.07%-14335.1pp | 9429.28%-9416.3pp | 561.95%-549.0pp |
| Employer contribution / active EE | $3,567 | $5,543-35.6% | $4,157-14.2% | $4,661-23.5% |
| Participant deferral / active EE | $5,604 | $4,989+12.3% | $4,169+34.4% | $6,689-16.2% |
| Admin fee / account holder | $178 | $9,878-98.2% | $7,665-97.7% | $13,398-98.7% |