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 | $64,629 | $93,373-30.8% | $152,466-57.6% | $85,850-24.7% |
| Participation rate | 85.9% | 70.1%+15.8pp | 78.2%+7.7pp | 69.3%+16.6pp |
| Annual return | 0.00% | 21.84%-21.8pp | 757.33%-757.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $3,229 | $2,996+7.8% | $4,327-25.4% | $2,565+25.9% |
| Participant deferral / active EE | $5,497 | $4,550+20.8% | $5,820-5.5% | $3,952+39.1% |
| Admin fee / account holder | $2 | $13,853-100.0% | $15,805-100.0% | $6,260-100.0% |