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 | $44,122 | $149,040-70.4% | $120,225-63.3% | $137,256-67.9% |
| Participation rate | 81.8% | 75.4%+6.4pp | 69.6%+12.2pp | 80.0%+1.9pp |
| Annual return | 16.34% | 605.68%-589.3pp | 439.23%-422.9pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,737 | $4,350-37.1% | $3,475-21.2% | $4,156-34.1% |
| Participant deferral / active EE | $5,022 | $4,655+7.9% | $3,999+25.6% | $6,407-21.6% |
| Admin fee / account holder | $62 | $6,348-99.0% | $5,696-98.9% | $12,270-99.5% |