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 | $16,610 | $102,966-83.9% | $90,281-81.6% | $152,861-89.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 32.47% | 95.16%-62.7pp | 78.10%-45.6pp | 345.32%-312.8pp |
| Employer contribution / active EE | $1,972 | $3,139-37.2% | $2,854-30.9% | $4,762-58.6% |
| Participant deferral / active EE | $4,986 | $4,281+16.5% | $3,885+28.3% | $5,850-14.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |