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 | $29,208 | $88,751-67.1% | $81,812-64.3% | $145,922-80.0% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 12.38% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,783 | $3,083-9.7% | $2,912-4.4% | $4,660-40.3% |
| Participant deferral / active EE | $6,471 | $4,643+39.4% | $4,319+49.8% | $6,688-3.2% |
| Admin fee / account holder | $42 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |