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 | $43,113 | $68,097-36.7% | $62,929-31.5% | $137,256-68.6% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 24.07% | 1859.11%-1835.0pp | 1063.93%-1039.9pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,205 | $2,811-57.2% | $2,505-51.9% | $4,156-71.0% |
| Participant deferral / active EE | $8,001 | $4,553+75.7% | $3,888+105.8% | $6,407+24.9% |
| Admin fee / account holder | $91 | $6,521-98.6% | $5,065-98.2% | $12,270-99.3% |