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 9-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 | $27,187 | $159,602-83.0% | $150,045-81.9% | $142,382-80.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.78% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,180 | $4,961-35.9% | $4,693-32.2% | $4,299-26.0% |
| Participant deferral / active EE | $5,184 | $8,310-37.6% | $7,997-35.2% | $6,507-20.3% |
| Admin fee / account holder | $133 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |