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 | $29,174 | $183,519-84.1% | $155,509-81.2% | $145,922-80.0% |
| Participation rate | 73.9% | 82.7%-8.8pp | 78.2%-4.3pp | 80.3%-6.4pp |
| Annual return | 62.81% | 61.17%+1.6pp | 64.67%-1.9pp | 561.29%-498.5pp |
| Employer contribution / active EE | $1,041 | $5,313-80.4% | $4,672-77.7% | $4,660-77.7% |
| Participant deferral / active EE | $4,988 | $6,462-22.8% | $5,626-11.3% | $6,688-25.4% |
| Admin fee / account holder | $94 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |