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 | $21,134 | $107,334-80.3% | $92,893-77.2% | $152,861-86.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 53.72% | 145.58%-91.9pp | 109.41%-55.7pp | 345.32%-291.6pp |
| Employer contribution / active EE | $4,558 | $4,221+8.0% | $3,653+24.8% | $4,762-4.3% |
| Participant deferral / active EE | $9,893 | $4,845+104.2% | $4,236+133.5% | $5,850+69.1% |
| Admin fee / account holder | $54 | $7,079-99.2% | $5,794-99.1% | $11,596-99.5% |