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 | $33,387 | $72,071-53.7% | $68,368-51.2% | $137,256-75.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.22% | 353.14%-333.9pp | 292.57%-273.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,447 | $2,788-48.1% | $2,649-45.4% | $4,156-65.2% |
| Participant deferral / active EE | $3,909 | $4,410-11.4% | $4,123-5.2% | $6,407-39.0% |
| Admin fee / account holder | $179 | $5,336-96.6% | $5,150-96.5% | $12,270-98.5% |