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 | $24,694 | $100,852-75.5% | $90,404-72.7% | $158,922-84.5% |
| Participation rate | 76.2% | 75.0%+1.2pp | 72.7%+3.5pp | 82.0%-5.8pp |
| Annual return | 43.05% | 1724.20%-1681.2pp | 1293.02%-1250.0pp | 302.83%-259.8pp |
| Employer contribution / active EE | $491 | $3,689-86.7% | $3,262-84.9% | $4,761-89.7% |
| Participant deferral / active EE | $3,865 | $4,348-11.1% | $3,963-2.5% | $5,982-35.4% |
| Admin fee / account holder | $72 | $6,501-98.9% | $5,611-98.7% | $11,246-99.4% |