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 | $43,978 | $102,604-57.1% | $86,188-49.0% | $139,434-68.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 23.80% | 1922.51%-1898.7pp | 1168.45%-1144.6pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,956 | $3,032-35.5% | $2,380-17.8% | $4,751-58.8% |
| Participant deferral / active EE | $9,574 | $4,676+104.8% | $3,985+140.2% | $6,710+42.7% |
| Admin fee / account holder | $195 | $8,657-97.7% | $6,852-97.2% | $11,403-98.3% |