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 | $105,623 | $74,888+41.0% | $71,209+48.3% | $142,382-25.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.54% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,044 | $2,854-63.4% | $2,721-61.6% | $4,299-75.7% |
| Participant deferral / active EE | $10,806 | $4,454+142.6% | $4,175+158.8% | $6,507+66.1% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |