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 4-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 | $20,729 | $159,901-87.0% | $146,958-85.9% | $145,922-85.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.52% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,906 | $5,286-64.0% | $4,933-61.4% | $4,660-59.1% |
| Participant deferral / active EE | $3,065 | $8,428-63.6% | $8,070-62.0% | $6,688-54.2% |
| Admin fee / account holder | $102 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |