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 | $23,490 | $98,240-76.1% | $82,313-71.5% | $147,584-84.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.64% | 30.85%-18.2pp | 25.88%-13.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,061 | $3,192-35.4% | $2,428-15.1% | $4,876-57.7% |
| Participant deferral / active EE | $6,746 | $4,383+53.9% | $3,706+82.0% | $5,439+24.0% |
| Admin fee / account holder | $95 | $8,563-98.9% | $5,608-98.3% | $10,885-99.1% |