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 | $41,344 | $111,724-63.0% | $93,606-55.8% | $145,922-71.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.12% | 202.98%-190.9pp | 133.20%-121.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,864 | $3,090-39.7% | $2,420-23.0% | $4,660-60.0% |
| Participant deferral / active EE | $7,330 | $4,912+49.2% | $4,411+66.2% | $6,688+9.6% |
| Admin fee / account holder | $44 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |