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 | $18,557 | $88,751-79.1% | $81,812-77.3% | $145,922-87.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 12.48% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,258 | $3,083-59.2% | $2,912-56.8% | $4,660-73.0% |
| Participant deferral / active EE | $1,653 | $4,643-64.4% | $4,319-61.7% | $6,688-75.3% |
| Admin fee / account holder | $242 | $8,415-97.1% | $7,386-96.7% | $13,397-98.2% |