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 4-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 | $9,146 | $81,625-88.8% | $58,482-84.4% | $139,434-93.4% |
| Participation rate | 70.0% | 61.3%+8.7pp | 50.9%+19.1pp | 80.3%-10.3pp |
| Annual return | 50.40% | 7404.20%-7353.8pp | 4239.32%-4188.9pp | 372.94%-322.5pp |
| Employer contribution / active EE | $1,131 | $1,398-19.1% | $1,053+7.4% | $4,751-76.2% |
| Participant deferral / active EE | $1,863 | $2,557-27.1% | $1,924-3.2% | $6,710-72.2% |
| Admin fee / account holder | $48 | $3,265-98.5% | $2,516-98.1% | $11,403-99.6% |