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 | $17,265 | $202,432-91.5% | $169,368-89.8% | $139,434-87.6% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 33.30% | 531.74%-498.4pp | 405.60%-372.3pp | 372.94%-339.6pp |
| Employer contribution / active EE | $2,844 | $4,692-39.4% | $4,013-29.1% | $4,751-40.1% |
| Participant deferral / active EE | $3,592 | $6,938-48.2% | $6,221-42.3% | $6,710-46.5% |
| Admin fee / account holder | $36 | $10,708-99.7% | $9,003-99.6% | $11,403-99.7% |