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 | $36,553 | $106,890-65.8% | $84,015-56.5% | $152,861-76.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.42% | 104.99%-86.6pp | 71.31%-52.9pp | 345.32%-326.9pp |
| Employer contribution / active EE | $831 | $2,734-69.6% | $1,983-58.1% | $4,762-82.6% |
| Participant deferral / active EE | $7,693 | $4,011+91.8% | $3,239+137.5% | $5,850+31.5% |
| Admin fee / account holder | $116 | $8,285-98.6% | $6,101-98.1% | $11,596-99.0% |