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 | $38,939 | $103,376-62.3% | $87,100-55.3% | $152,861-74.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 36.04% | 28.10%+7.9pp | 28.19%+7.9pp | 345.32%-309.3pp |
| Employer contribution / active EE | $16,116 | $3,220+400.5% | $2,521+539.2% | $4,762+238.4% |
| Participant deferral / active EE | $4,022 | $4,778-15.8% | $4,049-0.7% | $5,850-31.2% |
| Admin fee / account holder | $237 | $12,205-98.1% | $7,497-96.8% | $11,596-98.0% |