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 | $13,719 | $111,724-87.7% | $93,606-85.3% | $145,922-90.6% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 16.36% | 202.98%-186.6pp | 133.20%-116.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,881 | $3,090-39.1% | $2,420-22.3% | $4,660-59.6% |
| Participant deferral / active EE | $3,118 | $4,912-36.5% | $4,411-29.3% | $6,688-53.4% |
| Admin fee / account holder | $187 | $10,250-98.2% | $8,285-97.7% | $13,397-98.6% |