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 | $38,506 | $183,519-79.0% | $155,509-75.2% | $145,922-73.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 17.91% | 61.17%-43.3pp | 64.67%-46.8pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,598 | $5,313-69.9% | $4,672-65.8% | $4,660-65.7% |
| Participant deferral / active EE | $3,014 | $6,462-53.4% | $5,626-46.4% | $6,688-54.9% |
| Admin fee / account holder | $17 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |