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 | $27,928 | $77,145-63.8% | $108,410-74.2% | $85,850-67.5% |
| Participation rate | 73.8% | 74.7%-0.9pp | 80.1%-6.3pp | 69.3%+4.5pp |
| Annual return | 24.35% | 44.54%-20.2pp | 905.27%-880.9pp | 318.53%-294.2pp |
| Employer contribution / active EE | $2,782 | $2,379+16.9% | $3,558-21.8% | $2,565+8.4% |
| Participant deferral / active EE | $5,442 | $5,566-2.2% | $6,563-17.1% | $3,952+37.7% |
| Admin fee / account holder | $90 | $5,172-98.3% | $7,295-98.8% | $6,260-98.6% |