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 | $44,583 | $84,696-47.4% | $75,696-41.1% | $167,490-73.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 15.97% | 199.36%-183.4pp | 104.53%-88.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $11,441 | $4,580+149.8% | $3,821+199.4% | $6,341+80.4% |
| Admin fee / account holder | $156 | $5,355-97.1% | $3,619-95.7% | $12,309-98.7% |