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 8-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 | $27,895 | $102,604-72.8% | $86,188-67.6% | $139,434-80.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 19.12% | 1922.51%-1903.4pp | 1168.45%-1149.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,507 | $3,032-17.3% | $2,380+5.3% | $4,751-47.2% |
| Participant deferral / active EE | $4,688 | $4,676+0.3% | $3,985+17.6% | $6,710-30.1% |
| Admin fee / account holder | $13 | $8,657-99.9% | $6,852-99.8% | $11,403-99.9% |