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 | $33,010 | $111,724-70.5% | $93,606-64.7% | $145,922-77.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 33.29% | 202.98%-169.7pp | 133.20%-99.9pp | 561.29%-528.0pp |
| Employer contribution / active EE | $1,451 | $3,090-53.0% | $2,420-40.0% | $4,660-68.9% |
| Participant deferral / active EE | $2,617 | $4,912-46.7% | $4,411-40.7% | $6,688-60.9% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |