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 8-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 | $42,867 | $102,604-58.2% | $86,188-50.3% | $139,434-69.3% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 21.42% | 1922.51%-1901.1pp | 1168.45%-1147.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,494 | $3,032-17.8% | $2,380+4.8% | $4,751-47.5% |
| Participant deferral / active EE | $7,778 | $4,676+66.3% | $3,985+95.2% | $6,710+15.9% |
| Admin fee / account holder | $17 | $8,657-99.8% | $6,852-99.8% | $11,403-99.9% |