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 | $31,721 | $102,604-69.1% | $86,188-63.2% | $139,434-77.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 16.85% | 1922.51%-1905.7pp | 1168.45%-1151.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $617 | $3,032-79.6% | $2,380-74.1% | $4,751-87.0% |
| Participant deferral / active EE | $10,963 | $4,676+134.5% | $3,985+175.1% | $6,710+63.4% |
| Admin fee / account holder | $163 | $8,657-98.1% | $6,852-97.6% | $11,403-98.6% |