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 | $20,541 | $114,381-82.0% | $107,525-80.9% | $142,382-85.6% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 131.35% | 242.71%-111.4pp | 181.32%-50.0pp | 217.08%-85.7pp |
| Employer contribution / active EE | $1,858 | $4,015-53.7% | $3,754-50.5% | $4,299-56.8% |
| Participant deferral / active EE | $3,867 | $5,564-30.5% | $5,116-24.4% | $6,507-40.6% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |