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 8-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 | $26,882 | $57,281-53.1% | $86,612-69.0% | $75,163-64.2% |
| Participation rate | 75.9% | 63.2%+12.7pp | 71.7%+4.2pp | 67.2%+8.7pp |
| Annual return | 22.55% | 2670.75%-2648.2pp | 591.07%-568.5pp | 160.62%-138.1pp |
| Employer contribution / active EE | $2,361 | $2,314+2.0% | $3,022-21.9% | $2,670-11.6% |
| Participant deferral / active EE | $4,022 | $3,318+21.2% | $4,438-9.4% | $4,125-2.5% |
| Admin fee / account holder | $252 | $4,112-93.9% | $5,614-95.5% | $5,651-95.5% |