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 | $26,907 | $158,398-83.0% | $126,539-78.7% | $142,382-81.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 18.25% | 593.76%-575.5pp | 425.95%-407.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,182 | $4,650-53.1% | $3,674-40.6% | $4,299-49.2% |
| Participant deferral / active EE | $2,324 | $4,767-51.2% | $4,083-43.1% | $6,507-64.3% |
| Admin fee / account holder | $229 | $6,918-96.7% | $6,065-96.2% | $12,624-98.2% |