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 | $19,075 | $102,604-81.4% | $86,188-77.9% | $139,434-86.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 23.67% | 1922.51%-1898.8pp | 1168.45%-1144.8pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,962 | $3,032-35.3% | $2,380-17.6% | $4,751-58.7% |
| Participant deferral / active EE | $5,220 | $4,676+11.6% | $3,985+31.0% | $6,710-22.2% |
| Admin fee / account holder | $58 | $8,657-99.3% | $6,852-99.2% | $11,403-99.5% |