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 | $29,868 | $67,823-56.0% | $52,425-43.0% | $137,256-78.2% |
| Participation rate | 76.9% | 63.9%+13.0pp | 55.6%+21.3pp | 80.0%-3.0pp |
| Annual return | 11.31% | 219.11%-207.8pp | 302.12%-290.8pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,680 | $1,163+44.5% | $914+83.8% | $4,156-59.6% |
| Participant deferral / active EE | $2,473 | $2,288+8.1% | $1,790+38.1% | $6,407-61.4% |
| Admin fee / account holder | $25 | $2,844-99.1% | $2,495-99.0% | $12,270-99.8% |