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 | $58,411 | $96,635-39.6% | $86,612-32.6% | $139,434-58.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 24.19% | 106.41%-82.2pp | 591.07%-566.9pp | 372.94%-348.8pp |
| Employer contribution / active EE | $702 | $3,263-78.5% | $3,022-76.8% | $4,751-85.2% |
| Participant deferral / active EE | $2,477 | $4,836-48.8% | $4,438-44.2% | $6,710-63.1% |
| Admin fee / account holder | $152 | $6,408-97.6% | $5,614-97.3% | $11,403-98.7% |