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 | $29,497 | $177,572-83.4% | $154,803-80.9% | $142,382-79.3% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 15.42% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,119 | $4,810-76.7% | $4,305-74.0% | $4,299-74.0% |
| Participant deferral / active EE | $3,038 | $6,272-51.6% | $5,540-45.2% | $6,507-53.3% |
| Admin fee / account holder | $157 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |