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 | $20,301 | $159,901-87.3% | $146,958-86.2% | $145,922-86.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 10.30% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,302 | $5,286-56.4% | $4,933-53.3% | $4,660-50.6% |
| Participant deferral / active EE | $4,386 | $8,428-48.0% | $8,070-45.6% | $6,688-34.4% |
| Admin fee / account holder | $66 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |