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 3-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 | $7,968 | $69,207-88.5% | $64,056-87.6% | $139,434-94.3% |
| Participation rate | 70.8% | 75.6%-4.8pp | 72.3%-1.5pp | 80.3%-9.5pp |
| Annual return | 235.01% | 45.88%+189.1pp | 33.69%+201.3pp | 372.94%-137.9pp |
| Employer contribution / active EE | $871 | $3,182-72.6% | $2,747-68.3% | $4,751-81.7% |
| Participant deferral / active EE | $1,529 | $4,682-67.3% | $3,880-60.6% | $6,710-77.2% |
| Admin fee / account holder | $175 | $4,244-95.9% | $3,068-94.3% | $11,403-98.5% |