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 | $23,812 | $159,901-85.1% | $146,958-83.8% | $145,922-83.7% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 21.21% | 98.13%-76.9pp | 418.34%-397.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $2,741 | $5,286-48.1% | $4,933-44.4% | $4,660-41.2% |
| Participant deferral / active EE | $5,836 | $8,428-30.8% | $8,070-27.7% | $6,688-12.7% |
| Admin fee / account holder | $129 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |