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 | $20,450 | $183,519-88.9% | $155,509-86.8% | $145,922-86.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.04% | 61.17%-43.1pp | 64.67%-46.6pp | 561.29%-543.2pp |
| Employer contribution / active EE | $3,067 | $5,313-42.3% | $4,672-34.4% | $4,660-34.2% |
| Participant deferral / active EE | $5,091 | $6,462-21.2% | $5,626-9.5% | $6,688-23.9% |
| Admin fee / account holder | $175 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |