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 | $29,265 | $72,400-59.6% | $67,502-56.6% | $145,922-79.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 20.49% | 7182.46%-7162.0pp | 3512.12%-3491.6pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,697 | $3,069-12.1% | $2,731-1.2% | $4,660-42.1% |
| Participant deferral / active EE | $2,675 | $4,783-44.1% | $4,000-33.1% | $6,688-60.0% |
| Admin fee / account holder | $102 | $5,539-98.2% | $3,998-97.4% | $13,397-99.2% |