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 | $6,189 | $81,625-92.4% | $58,482-89.4% | $139,434-95.6% |
| Participation rate | 82.6% | 61.3%+21.3pp | 50.9%+31.8pp | 80.3%+2.3pp |
| Annual return | 20.28% | 7404.20%-7383.9pp | 4239.32%-4219.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,422 | $1,398+1.7% | $1,053+35.0% | $4,751-70.1% |
| Participant deferral / active EE | $1,779 | $2,557-30.4% | $1,924-7.5% | $6,710-73.5% |
| Admin fee / account holder | $36 | $3,265-98.9% | $2,516-98.6% | $11,403-99.7% |