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 | $20,684 | $65,561-68.5% | $86,188-76.0% | $75,163-72.5% |
| Participation rate | 75.0% | 60.5%+14.5pp | 69.0%+6.0pp | 67.2%+7.8pp |
| Annual return | 64.29% | 46.05%+18.2pp | 1168.45%-1104.2pp | 160.62%-96.3pp |
| Employer contribution / active EE | $1,483 | $1,553-4.5% | $2,380-37.7% | $2,670-44.4% |
| Participant deferral / active EE | $3,228 | $3,024+6.7% | $3,985-19.0% | $4,125-21.8% |
| Admin fee / account holder | $141 | $5,474-97.4% | $6,852-97.9% | $5,651-97.5% |