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 | $31,470 | $107,934-70.8% | $91,989-65.8% | $152,861-79.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 27.03% | 89.24%-62.2pp | 69.02%-42.0pp | 345.32%-318.3pp |
| Employer contribution / active EE | $6,811 | $4,210+61.8% | $3,452+97.3% | $4,762+43.0% |
| Participant deferral / active EE | $8,517 | $6,364+33.8% | $5,923+43.8% | $5,850+45.6% |
| Admin fee / account holder | $83 | $10,520-99.2% | $7,743-98.9% | $11,596-99.3% |