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 | $31,906 | $49,173-35.1% | $121,098-73.7% | $75,163-57.6% |
| Participation rate | 83.8% | 55.4%+28.4pp | 69.5%+14.3pp | 67.2%+16.6pp |
| Annual return | 21.10% | 55.99%-34.9pp | 985.75%-964.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,570 | $1,546+1.6% | $4,164-62.3% | $2,670-41.2% |
| Participant deferral / active EE | $2,320 | $2,628-11.7% | $4,080-43.1% | $4,125-43.8% |
| Admin fee / account holder | $18 | $3,942-99.5% | $5,644-99.7% | $5,651-99.7% |