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 | $15,062 | $76,738-80.4% | $56,411-73.3% | $145,922-89.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.47% | 2994.23%-2980.8pp | 1701.33%-1687.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $993 | $1,380-28.0% | $1,039-4.4% | $4,660-78.7% |
| Participant deferral / active EE | $931 | $2,623-64.5% | $1,952-52.3% | $6,688-86.1% |
| Admin fee / account holder | $259 | $3,334-92.2% | $2,829-90.8% | $13,397-98.1% |