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 6-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 | $6,088 | $81,625-92.5% | $58,482-89.6% | $139,434-95.6% |
| Participation rate | 76.2% | 61.3%+14.9pp | 50.9%+25.3pp | 80.3%-4.1pp |
| Annual return | 19.40% | 7404.20%-7384.8pp | 4239.32%-4219.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $494 | $1,398-64.7% | $1,053-53.1% | $4,751-89.6% |
| Participant deferral / active EE | $997 | $2,557-61.0% | $1,924-48.2% | $6,710-85.1% |
| Admin fee / account holder | $28 | $3,265-99.2% | $2,516-98.9% | $11,403-99.8% |