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 | $36,126 | $114,381-68.4% | $107,525-66.4% | $142,382-74.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 20.29% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,914 | $4,015-52.3% | $3,754-49.0% | $4,299-55.5% |
| Participant deferral / active EE | $7,498 | $5,564+34.7% | $5,116+46.6% | $6,507+15.2% |
| Admin fee / account holder | $215 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |