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 | $21,180 | $49,177-56.9% | $79,464-73.3% | $64,186-67.0% |
| Participation rate | 70.0% | 65.0%+5.0pp | 73.3%-3.3pp | 69.6%+0.4pp |
| Annual return | 82.33% | -1.16%+83.5pp | 718.14%-635.8pp | 7.63%+74.7pp |
| Employer contribution / active EE | $2,714 | $2,076+30.7% | $2,800-3.1% | $2,381+14.0% |
| Participant deferral / active EE | $5,206 | $2,821+84.5% | $3,704+40.5% | $3,470+50.0% |
| Admin fee / account holder | $13 | $3,839-99.7% | $5,113-99.7% | $4,888-99.7% |