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 9-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 | $44,527 | $155,788-71.4% | $124,672-64.3% | $167,490-73.4% |
| Participation rate | 83.3% | 81.1%+2.2pp | 74.6%+8.7pp | 82.1%+1.2pp |
| Annual return | 24.27% | 17.97%+6.3pp | 5142.93%-5118.7pp | 478.56%-454.3pp |
| Employer contribution / active EE | $1,702 | $4,163-59.1% | $3,324-48.8% | $4,837-64.8% |
| Participant deferral / active EE | $6,648 | $5,673+17.2% | $4,614+44.1% | $6,341+4.8% |
| Admin fee / account holder | $154 | $9,531-98.4% | $7,493-98.0% | $12,309-98.8% |