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 | $19,460 | $117,381-83.4% | $99,443-80.4% | $152,861-87.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 25.87% | 31.87%-6.0pp | 30.72%-4.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $3,125 | $3,013+3.7% | $2,540+23.1% | $4,762-34.4% |
| Participant deferral / active EE | $4,230 | $4,086+3.5% | $3,619+16.9% | $5,850-27.7% |
| Admin fee / account holder | $62 | $7,631-99.2% | $6,250-99.0% | $11,596-99.5% |