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 7-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 | $16,694 | $100,852-83.4% | $90,404-81.5% | $158,922-89.5% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.7pp | 82.0%+11.4pp |
| Annual return | 52.84% | 1724.20%-1671.4pp | 1293.02%-1240.2pp | 302.83%-250.0pp |
| Employer contribution / active EE | $4,226 | $3,689+14.6% | $3,262+29.6% | $4,761-11.2% |
| Participant deferral / active EE | $7,354 | $4,348+69.1% | $3,963+85.5% | $5,982+22.9% |
| Admin fee / account holder | $184 | $6,501-97.2% | $5,611-96.7% | $11,246-98.4% |