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 | $23,273 | $183,519-87.3% | $155,509-85.0% | $145,922-84.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 21.42% | 61.17%-39.7pp | 64.67%-43.3pp | 561.29%-539.9pp |
| Employer contribution / active EE | $1,894 | $5,313-64.3% | $4,672-59.5% | $4,660-59.3% |
| Participant deferral / active EE | $4,809 | $6,462-25.6% | $5,626-14.5% | $6,688-28.1% |
| Admin fee / account holder | $16 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |