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 | $25,584 | $115,770-77.9% | $101,248-74.7% | $158,922-83.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.92% | 56.14%-43.2pp | 46.47%-33.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,042 | $4,175-51.1% | $3,660-44.2% | $4,761-57.1% |
| Participant deferral / active EE | $4,924 | $4,957-0.7% | $4,370+12.7% | $5,982-17.7% |
| Admin fee / account holder | $151 | $7,245-97.9% | $5,945-97.5% | $11,246-98.7% |