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 6-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 | $16,996 | $96,484-82.4% | $75,886-77.6% | $152,861-88.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 47.62% | 33.98%+13.6pp | 30.76%+16.9pp | 345.32%-297.7pp |
| Employer contribution / active EE | $2,295 | $3,309-30.6% | $2,500-8.2% | $4,762-51.8% |
| Participant deferral / active EE | $2,871 | $4,553-36.9% | $3,603-20.3% | $5,850-50.9% |
| Admin fee / account holder | $261 | $8,078-96.8% | $5,418-95.2% | $11,596-97.7% |