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 | $9,184 | $76,738-88.0% | $56,411-83.7% | $145,922-93.7% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 16.34% | 2994.23%-2977.9pp | 1701.33%-1685.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $518 | $1,380-62.5% | $1,039-50.2% | $4,660-88.9% |
| Participant deferral / active EE | $5,682 | $2,623+116.7% | $1,952+191.1% | $6,688-15.0% |
| Admin fee / account holder | $47 | $3,334-98.6% | $2,829-98.3% | $13,397-99.6% |