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 | $39,016 | $30,400+28.3% | $53,898-27.6% | $84,808-54.0% |
| Participation rate | 92.0% | 46.4%+45.6pp | 55.0%+37.0pp | 68.3%+23.7pp |
| Annual return | 31.14% | 500.19%-469.1pp | 528.60%-497.5pp | 40.90%-9.8pp |
| Employer contribution / active EE | $1,068 | $603+77.2% | $932+14.6% | $2,631-59.4% |
| Participant deferral / active EE | $2,758 | $1,199+130.1% | $1,826+51.0% | $4,212-34.5% |
| Admin fee / account holder | $231 | $1,993-88.4% | $2,491-90.7% | $7,344-96.9% |