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 | $33,798 | $138,044-75.5% | $125,339-73.0% | $134,475-74.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 0.42% | 750.33%-749.9pp | 572.05%-571.6pp | 417.96%-417.5pp |
| Employer contribution / active EE | $8,823 | $5,243+68.3% | $4,814+83.3% | $4,740+86.2% |
| Participant deferral / active EE | $13,659 | $7,799+75.1% | $7,446+83.4% | $6,400+113.4% |
| Admin fee / account holder | $65 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |