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 | $43,570 | $156,846-72.2% | $121,098-64.0% | $139,434-68.8% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 26.88% | 1474.56%-1447.7pp | 985.75%-958.9pp | 372.94%-346.1pp |
| Employer contribution / active EE | $4,577 | $5,536-17.3% | $4,164+9.9% | $4,751-3.7% |
| Participant deferral / active EE | $8,680 | $4,844+79.2% | $4,080+112.8% | $6,710+29.4% |
| Admin fee / account holder | $111 | $6,946-98.4% | $5,644-98.0% | $11,403-99.0% |