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 3-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 | $28,416 | $88,751-68.0% | $81,812-65.3% | $145,922-80.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.25% | 1025.40%-1009.1pp | 773.79%-757.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,178 | $3,083-29.4% | $2,912-25.2% | $4,660-53.3% |
| Participant deferral / active EE | $4,330 | $4,643-6.7% | $4,319+0.3% | $6,688-35.2% |
| Admin fee / account holder | $95 | $8,415-98.9% | $7,386-98.7% | $13,397-99.3% |