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 5-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 | $4,799 | $81,625-94.1% | $58,482-91.8% | $139,434-96.6% |
| Participation rate | 77.8% | 61.3%+16.4pp | 50.9%+26.9pp | 80.3%-2.5pp |
| Annual return | 21.40% | 7404.20%-7382.8pp | 4239.32%-4217.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,156 | $1,398-17.3% | $1,053+9.7% | $4,751-75.7% |
| Participant deferral / active EE | $1,326 | $2,557-48.1% | $1,924-31.1% | $6,710-80.2% |
| Admin fee / account holder | $175 | $3,265-94.6% | $2,516-93.1% | $11,403-98.5% |