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 | $32,724 | $109,817-70.2% | $98,442-66.8% | $167,490-80.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 73.3%+11.3pp | 82.1%+2.5pp |
| Annual return | 13.41% | 1956.69%-1943.3pp | 1492.73%-1479.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,886 | $3,224-41.5% | $2,960-36.3% | $4,837-61.0% |
| Participant deferral / active EE | $4,547 | $4,673-2.7% | $4,276+6.3% | $6,341-28.3% |
| Admin fee / account holder | $219 | $6,753-96.8% | $5,949-96.3% | $12,309-98.2% |