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 | $15,715 | $107,334-85.4% | $92,893-83.1% | $152,861-89.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 57.72% | 145.58%-87.9pp | 109.41%-51.7pp | 345.32%-287.6pp |
| Employer contribution / active EE | $4,438 | $4,221+5.1% | $3,653+21.5% | $4,762-6.8% |
| Participant deferral / active EE | $5,874 | $4,845+21.3% | $4,236+38.7% | $5,850+0.4% |
| Admin fee / account holder | $93 | $7,079-98.7% | $5,794-98.4% | $11,596-99.2% |