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 | $45,362 | $102,966-55.9% | $90,281-49.8% | $152,861-70.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 68.53% | 95.16%-26.6pp | 78.10%-9.6pp | 345.32%-276.8pp |
| Employer contribution / active EE | $7,225 | $3,139+130.2% | $2,854+153.1% | $4,762+51.7% |
| Participant deferral / active EE | $3,186 | $4,281-25.6% | $3,885-18.0% | $5,850-45.5% |
| Admin fee / account holder | $223 | $6,171-96.4% | $5,351-95.8% | $11,596-98.1% |