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 | $22,301 | $142,344-84.3% | $119,609-81.4% | $134,475-83.4% |
| Participation rate | 89.5% | 82.8%+6.7pp | 79.3%+10.2pp | 81.2%+8.3pp |
| Annual return | 354.53% | -12.44%+367.0pp | -14.97%+369.5pp | 417.96%-63.4pp |
| Employer contribution / active EE | $2,297 | $5,222-56.0% | $4,232-45.7% | $4,740-51.5% |
| Participant deferral / active EE | $5,997 | $6,469-7.3% | $5,602+7.1% | $6,400-6.3% |
| Admin fee / account holder | $118 | $13,584-99.1% | $10,323-98.9% | $11,426-99.0% |