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 | $27,940 | $105,181-73.4% | $159,436-82.5% | $85,850-67.5% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,928 | $3,318-11.8% | $4,829-39.4% | $2,565+14.2% |
| Participant deferral / active EE | $6,438 | $5,945+8.3% | $7,352-12.4% | $3,952+62.9% |
| Admin fee / account holder | $15 | $6,933-99.8% | $10,799-99.9% | $6,260-99.8% |