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 | $22,309 | $156,846-85.8% | $121,098-81.6% | $139,434-84.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 31.81% | 1474.56%-1442.8pp | 985.75%-953.9pp | 372.94%-341.1pp |
| Employer contribution / active EE | $1,893 | $5,536-65.8% | $4,164-54.5% | $4,751-60.2% |
| Participant deferral / active EE | $3,384 | $4,844-30.2% | $4,080-17.1% | $6,710-49.6% |
| Admin fee / account holder | $14 | $6,946-99.8% | $5,644-99.8% | $11,403-99.9% |