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 | $18,748 | $72,400-74.1% | $67,502-72.2% | $145,922-87.2% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 12.16% | 7182.46%-7170.3pp | 3512.12%-3500.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,191 | $3,069-61.2% | $2,731-56.4% | $4,660-74.4% |
| Participant deferral / active EE | $3,719 | $4,783-22.3% | $4,000-7.0% | $6,688-44.4% |
| Admin fee / account holder | $81 | $5,539-98.5% | $3,998-98.0% | $13,397-99.4% |