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 | $24,615 | $107,334-77.1% | $92,893-73.5% | $152,861-83.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 97.43% | 145.58%-48.2pp | 109.41%-12.0pp | 345.32%-247.9pp |
| Employer contribution / active EE | $1,514 | $4,221-64.1% | $3,653-58.6% | $4,762-68.2% |
| Participant deferral / active EE | $3,890 | $4,845-19.7% | $4,236-8.2% | $5,850-33.5% |
| Admin fee / account holder | $45 | $7,079-99.4% | $5,794-99.2% | $11,596-99.6% |