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 | $17,547 | $84,696-79.3% | $75,696-76.8% | $167,490-89.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 60.61% | 199.36%-138.8pp | 104.53%-43.9pp | 478.56%-418.0pp |
| Employer contribution / active EE | $1,952 | $3,230-39.6% | $2,743-28.8% | $4,837-59.7% |
| Participant deferral / active EE | $1,541 | $4,580-66.3% | $3,821-59.7% | $6,341-75.7% |
| Admin fee / account holder | $66 | $5,355-98.8% | $3,619-98.2% | $12,309-99.5% |