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 | $40,347 | $209,411-80.7% | $178,490-77.4% | $158,922-74.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.57% | 188.75%-152.2pp | 151.07%-114.5pp | 302.83%-266.3pp |
| Employer contribution / active EE | $1,266 | $5,706-77.8% | $5,011-74.7% | $4,761-73.4% |
| Participant deferral / active EE | $9,637 | $5,954+61.9% | $5,202+85.3% | $5,982+61.1% |
| Admin fee / account holder | $155 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |