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 | $8,645 | $81,625-89.4% | $58,482-85.2% | $139,434-93.8% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 25.76% | 7404.20%-7378.4pp | 4239.32%-4213.6pp | 372.94%-347.2pp |
| Employer contribution / active EE | $523 | $1,398-62.6% | $1,053-50.3% | $4,751-89.0% |
| Participant deferral / active EE | $2,842 | $2,557+11.1% | $1,924+47.7% | $6,710-57.7% |
| Admin fee / account holder | $103 | $3,265-96.8% | $2,516-95.9% | $11,403-99.1% |