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 | $11,606 | $156,846-92.6% | $121,098-90.4% | $139,434-91.7% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 18.97% | 1474.56%-1455.6pp | 985.75%-966.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $992 | $5,536-82.1% | $4,164-76.2% | $4,751-79.1% |
| Participant deferral / active EE | $1,150 | $4,844-76.3% | $4,080-71.8% | $6,710-82.9% |
| Admin fee / account holder | $44 | $6,946-99.4% | $5,644-99.2% | $11,403-99.6% |