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 | $52,763 | $88,751-40.5% | $81,812-35.5% | $145,922-63.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.11% | 1025.40%-1003.3pp | 773.79%-751.7pp | 561.29%-539.2pp |
| Employer contribution / active EE | $3,584 | $3,083+16.2% | $2,912+23.1% | $4,660-23.1% |
| Participant deferral / active EE | $2,664 | $4,643-42.6% | $4,319-38.3% | $6,688-60.2% |
| Admin fee / account holder | $8 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |