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 | $20,309 | $169,032-88.0% | $129,207-84.3% | $145,922-86.1% |
| Participation rate | 81.8% | 76.4%+5.4pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 13.28% | 14330.11%-14316.8pp | 9417.33%-9404.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,535 | $5,537-72.3% | $4,153-63.0% | $4,660-67.1% |
| Participant deferral / active EE | $1,959 | $4,987-60.7% | $4,168-53.0% | $6,688-70.7% |
| Admin fee / account holder | $21 | $9,954-99.8% | $7,715-99.7% | $13,397-99.8% |