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 | $8,982 | $149,040-94.0% | $120,225-92.5% | $137,256-93.5% |
| Participation rate | 84.2% | 75.4%+8.8pp | 69.6%+14.6pp | 80.0%+4.3pp |
| Annual return | 23.40% | 605.68%-582.3pp | 439.23%-415.8pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,214 | $4,350-72.1% | $3,475-65.1% | $4,156-70.8% |
| Participant deferral / active EE | $1,139 | $4,655-75.5% | $3,999-71.5% | $6,407-82.2% |
| Admin fee / account holder | $48 | $6,348-99.2% | $5,696-99.2% | $12,270-99.6% |