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 | $39,736 | $112,881-64.8% | $90,951-56.3% | $158,922-75.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.63% | 215.79%-196.2pp | 134.60%-115.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,808 | $2,893-3.0% | $2,122+32.3% | $4,761-41.0% |
| Participant deferral / active EE | $5,777 | $4,128+39.9% | $3,373+71.3% | $5,982-3.4% |
| Admin fee / account holder | $145 | $8,041-98.2% | $5,959-97.6% | $11,246-98.7% |