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 7-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 | $42,890 | $76,000-43.6% | $154,107-72.2% | $64,186-33.2% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.6pp | 69.6%+21.1pp |
| Annual return | -0.39% | 30.32%-30.7pp | 735.12%-735.5pp | 7.63%-8.0pp |
| Employer contribution / active EE | $2,756 | $3,351-17.8% | $5,298-48.0% | $2,381+15.8% |
| Participant deferral / active EE | $3,808 | $3,175+19.9% | $5,081-25.1% | $3,470+9.7% |
| Admin fee / account holder | $60 | $5,596-98.9% | $13,411-99.6% | $4,888-98.8% |