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 | $18,691 | $105,998-82.4% | $92,233-79.7% | $147,584-87.3% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 1325.05% | 50.05%+1275.0pp | 176.28%+1148.8pp | 578.55%+746.5pp |
| Employer contribution / active EE | $1,059 | $4,333-75.6% | $3,679-71.2% | $4,876-78.3% |
| Participant deferral / active EE | $1,407 | $4,478-68.6% | $3,897-63.9% | $5,439-74.1% |
| Admin fee / account holder | $185 | $6,332-97.1% | $5,194-96.4% | $10,885-98.3% |