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 | $23,669 | $102,966-77.0% | $90,281-73.8% | $152,861-84.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.00% | 95.16%-70.2pp | 78.10%-53.1pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,616 | $3,139-16.7% | $2,854-8.4% | $4,762-45.1% |
| Participant deferral / active EE | $3,969 | $4,281-7.3% | $3,885+2.2% | $5,850-32.2% |
| Admin fee / account holder | $238 | $6,171-96.1% | $5,351-95.5% | $11,596-97.9% |