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 | $7,067 | $72,400-90.2% | $67,502-89.5% | $145,922-95.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 25.66% | 7182.46%-7156.8pp | 3512.12%-3486.5pp | 561.29%-535.6pp |
| Employer contribution / active EE | $2,541 | $3,069-17.2% | $2,731-7.0% | $4,660-45.5% |
| Participant deferral / active EE | $4,423 | $4,783-7.5% | $4,000+10.6% | $6,688-33.9% |
| Admin fee / account holder | $97 | $5,539-98.2% | $3,998-97.6% | $13,397-99.3% |