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 | $53,735 | $105,998-49.3% | $92,233-41.7% | $147,584-63.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.93% | 50.05%-33.1pp | 176.28%-159.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,793 | $4,333-58.6% | $3,679-51.3% | $4,876-63.2% |
| Participant deferral / active EE | $3,141 | $4,478-29.9% | $3,897-19.4% | $5,439-42.2% |
| Admin fee / account holder | $7 | $6,332-99.9% | $5,194-99.9% | $10,885-99.9% |