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 | $4,306 | $74,888-94.3% | $71,209-94.0% | $142,382-97.0% |
| Participation rate | 82.4% | 76.2%+6.1pp | 73.8%+8.6pp | 80.1%+2.2pp |
| Annual return | 44.34% | 345.14%-300.8pp | 282.51%-238.2pp | 217.08%-172.7pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,526 | $4,454-43.3% | $4,175-39.5% | $6,507-61.2% |
| Admin fee / account holder | $270 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |