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 | $25,297 | $183,519-86.2% | $155,509-83.7% | $145,922-82.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.33% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,779 | $5,313-66.5% | $4,672-61.9% | $4,660-61.8% |
| Participant deferral / active EE | $2,795 | $6,462-56.8% | $5,626-50.3% | $6,688-58.2% |
| Admin fee / account holder | $58 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |