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 3-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 | $17,270 | $169,032-89.8% | $129,207-86.6% | $145,922-88.2% |
| Participation rate | 91.7% | 76.4%+15.2pp | 69.6%+22.1pp | 80.3%+11.4pp |
| Annual return | 17.53% | 14330.11%-14312.6pp | 9417.33%-9399.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,795 | $5,537-31.5% | $4,153-8.6% | $4,660-18.6% |
| Participant deferral / active EE | $3,795 | $4,987-23.9% | $4,168-8.9% | $6,688-43.3% |
| Admin fee / account holder | $184 | $9,954-98.2% | $7,715-97.6% | $13,397-98.6% |