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 10-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 | $38,500 | $58,828-34.6% | $77,999-50.6% | $62,891-38.8% |
| Participation rate | 90.9% | 71.1%+19.8pp | 75.5%+15.4pp | 69.3%+21.6pp |
| Annual return | 109.53% | 17.16%+92.4pp | 425.96%-316.4pp | 20.14%+89.4pp |
| Employer contribution / active EE | $462 | $1,672-72.4% | $2,470-81.3% | $2,281-79.7% |
| Participant deferral / active EE | $12,765 | $2,686+375.3% | $3,497+265.1% | $3,203+298.5% |
| Admin fee / account holder | $8 | $4,393-99.8% | $5,480-99.9% | $4,296-99.8% |