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 | $9,302 | $100,852-90.8% | $90,404-89.7% | $158,922-94.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 18.02% | 1724.20%-1706.2pp | 1293.02%-1275.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,301 | $3,689-64.7% | $3,262-60.1% | $4,761-72.7% |
| Participant deferral / active EE | $1,627 | $4,348-62.6% | $3,963-58.9% | $5,982-72.8% |
| Admin fee / account holder | $61 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |