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 | $169,032-87.6% | $129,207-83.8% | $145,922-85.7% |
| Participation rate | 93.3% | 76.4%+16.9pp | 69.6%+23.7pp | 80.3%+13.1pp |
| Annual return | 12.95% | 14330.11%-14317.2pp | 9417.33%-9404.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,567 | $5,537-35.6% | $4,153-14.1% | $4,660-23.4% |
| Participant deferral / active EE | $5,604 | $4,987+12.4% | $4,168+34.5% | $6,688-16.2% |
| Admin fee / account holder | $178 | $9,954-98.2% | $7,715-97.7% | $13,397-98.7% |