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 | $17,983 | $138,044-87.0% | $125,339-85.7% | $134,475-86.6% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | 23.28% | 750.33%-727.1pp | 572.05%-548.8pp | 417.96%-394.7pp |
| Employer contribution / active EE | $1,157 | $5,243-77.9% | $4,814-76.0% | $4,740-75.6% |
| Participant deferral / active EE | $3,747 | $7,799-52.0% | $7,446-49.7% | $6,400-41.5% |
| Admin fee / account holder | $46 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |