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 | $34,264 | $102,317-66.5% | $146,958-76.7% | $80,856-57.6% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.2%-6.2pp | 67.6%+8.4pp |
| Annual return | 23.68% | 134.76%-111.1pp | 418.34%-394.7pp | 35.59%-11.9pp |
| Employer contribution / active EE | $2,653 | $3,713-28.5% | $4,933-46.2% | $2,755-3.7% |
| Participant deferral / active EE | $5,690 | $6,644-14.4% | $8,070-29.5% | $4,296+32.5% |
| Admin fee / account holder | $209 | $7,941-97.4% | $12,998-98.4% | $6,918-97.0% |