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 | $32,538 | $88,751-63.3% | $81,812-60.2% | $145,922-77.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.56% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,625 | $3,083-47.3% | $2,912-44.2% | $4,660-65.1% |
| Participant deferral / active EE | $4,530 | $4,643-2.4% | $4,319+4.9% | $6,688-32.3% |
| Admin fee / account holder | $268 | $8,415-96.8% | $7,386-96.4% | $13,397-98.0% |