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 3-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 | $7,423 | $67,823-89.1% | $52,425-85.8% | $137,256-94.6% |
| Participation rate | 84.6% | 63.9%+20.7pp | 55.6%+29.0pp | 80.0%+4.7pp |
| Annual return | 34.52% | 219.11%-184.6pp | 302.12%-267.6pp | 220.34%-185.8pp |
| Employer contribution / active EE | $1,148 | $1,163-1.3% | $914+25.5% | $4,156-72.4% |
| Participant deferral / active EE | $1,758 | $2,288-23.1% | $1,790-1.8% | $6,407-72.6% |
| Admin fee / account holder | $169 | $2,844-94.1% | $2,495-93.2% | $12,270-98.6% |