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 3-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 | $32,603 | $159,901-79.6% | $146,958-77.8% | $145,922-77.7% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 20.65% | 98.13%-77.5pp | 418.34%-397.7pp | 561.29%-540.6pp |
| Employer contribution / active EE | $3,415 | $5,286-35.4% | $4,933-30.8% | $4,660-26.7% |
| Participant deferral / active EE | $6,312 | $8,428-25.1% | $8,070-21.8% | $6,688-5.6% |
| Admin fee / account holder | $138 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |