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 | $14,695 | $76,738-80.9% | $56,411-74.0% | $145,922-89.9% |
| Participation rate | 86.4% | 63.2%+23.1pp | 52.5%+33.9pp | 80.3%+6.1pp |
| Annual return | 11.92% | 2994.23%-2982.3pp | 1701.33%-1689.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,027 | $1,380-25.6% | $1,039-1.1% | $4,660-78.0% |
| Participant deferral / active EE | $2,030 | $2,623-22.6% | $1,952+4.0% | $6,688-69.7% |
| Admin fee / account holder | $170 | $3,334-94.9% | $2,829-94.0% | $13,397-98.7% |