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 | $169,161-89.8% | $129,295-86.6% | $145,959-88.2% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.6%+22.0pp | 80.3%+11.4pp |
| Annual return | 17.53% | 14348.07%-14330.5pp | 9429.28%-9411.8pp | 561.95%-544.4pp |
| Employer contribution / active EE | $3,795 | $5,543-31.5% | $4,157-8.7% | $4,661-18.6% |
| Participant deferral / active EE | $3,795 | $4,989-23.9% | $4,169-9.0% | $6,689-43.3% |
| Admin fee / account holder | $184 | $9,878-98.1% | $7,665-97.6% | $13,398-98.6% |