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 4-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 | $10,433 | $72,400-85.6% | $67,502-84.5% | $145,922-92.9% |
| Participation rate | 73.7% | 76.9%-3.2pp | 72.9%+0.8pp | 80.3%-6.6pp |
| Annual return | 21.51% | 7182.46%-7161.0pp | 3512.12%-3490.6pp | 561.29%-539.8pp |
| Employer contribution / active EE | $996 | $3,069-67.5% | $2,731-63.5% | $4,660-78.6% |
| Participant deferral / active EE | $1,785 | $4,783-62.7% | $4,000-55.4% | $6,688-73.3% |
| Admin fee / account holder | $47 | $5,539-99.2% | $3,998-98.8% | $13,397-99.7% |