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 | $21,566 | $76,738-71.9% | $56,411-61.8% | $145,922-85.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.47% | 2994.23%-2984.8pp | 1701.33%-1691.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,489 | $1,380+7.9% | $1,039+43.4% | $4,660-68.0% |
| Participant deferral / active EE | $2,233 | $2,623-14.9% | $1,952+14.4% | $6,688-66.6% |
| Admin fee / account holder | $213 | $3,334-93.6% | $2,829-92.5% | $13,397-98.4% |