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 | $24,361 | $159,934-84.8% | $147,005-83.4% | $145,959-83.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 23.39% | 98.24%-74.9pp | 418.76%-395.4pp | 561.95%-538.6pp |
| Employer contribution / active EE | $1,723 | $5,287-67.4% | $4,934-65.1% | $4,661-63.0% |
| Participant deferral / active EE | $3,546 | $8,427-57.9% | $8,070-56.1% | $6,689-47.0% |
| Admin fee / account holder | $84 | $15,053-99.4% | $13,006-99.4% | $13,398-99.4% |