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 6-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 | $31,980 | $159,901-80.0% | $146,958-78.2% | $145,922-78.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.64% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,056 | $5,286-80.0% | $4,933-78.6% | $4,660-77.3% |
| Participant deferral / active EE | $6,328 | $8,428-24.9% | $8,070-21.6% | $6,688-5.4% |
| Admin fee / account holder | $208 | $15,044-98.6% | $12,998-98.4% | $13,397-98.5% |