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 | $9,997 | $100,852-90.1% | $90,404-88.9% | $158,922-93.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 64.20% | 1724.20%-1660.0pp | 1293.02%-1228.8pp | 302.83%-238.6pp |
| Employer contribution / active EE | $1,478 | $3,689-59.9% | $3,262-54.7% | $4,761-69.0% |
| Participant deferral / active EE | $4,015 | $4,348-7.7% | $3,963+1.3% | $5,982-32.9% |
| Admin fee / account holder | $24 | $6,501-99.6% | $5,611-99.6% | $11,246-99.8% |