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 | $47,750 | $138,044-65.4% | $125,339-61.9% | $134,475-64.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 5.45% | 750.33%-744.9pp | 572.05%-566.6pp | 417.96%-412.5pp |
| Employer contribution / active EE | $991 | $5,243-81.1% | $4,814-79.4% | $4,740-79.1% |
| Participant deferral / active EE | $3,268 | $7,799-58.1% | $7,446-56.1% | $6,400-48.9% |
| Admin fee / account holder | $77 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |