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 | $23,055 | $202,432-88.6% | $169,368-86.4% | $139,434-83.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.09% | 531.74%-507.7pp | 405.60%-381.5pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,740 | $4,692-62.9% | $4,013-56.6% | $4,751-63.4% |
| Participant deferral / active EE | $3,480 | $6,938-49.8% | $6,221-44.1% | $6,710-48.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |