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 | $25,936 | $183,519-85.9% | $155,509-83.3% | $145,922-82.2% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 13.95% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,026 | $5,313-61.9% | $4,672-56.6% | $4,660-56.5% |
| Participant deferral / active EE | $4,912 | $6,462-24.0% | $5,626-12.7% | $6,688-26.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |