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 | $35,019 | $154,117-77.3% | $129,995-73.1% | $139,434-74.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 33.72% | 32.48%+1.2pp | -137.18%+170.9pp | 372.94%-339.2pp |
| Employer contribution / active EE | $1,724 | $5,289-67.4% | $4,320-60.1% | $4,751-63.7% |
| Participant deferral / active EE | $5,299 | $6,710-21.0% | $5,820-9.0% | $6,710-21.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |