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 | $25,249 | $176,056-85.7% | $159,436-84.2% | $167,490-84.9% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 47.91% | 331.75%-283.8pp | 263.57%-215.7pp | 478.56%-430.6pp |
| Employer contribution / active EE | $1,367 | $5,297-74.2% | $4,829-71.7% | $4,837-71.7% |
| Participant deferral / active EE | $5,639 | $7,750-27.2% | $7,352-23.3% | $6,341-11.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |