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 | $13,533 | $69,207-80.4% | $64,056-78.9% | $139,434-90.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.35% | 45.88%-27.5pp | 33.69%-15.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,598 | $3,182-49.8% | $2,747-41.8% | $4,751-66.4% |
| Participant deferral / active EE | $2,516 | $4,682-46.3% | $3,880-35.2% | $6,710-62.5% |
| Admin fee / account holder | $210 | $4,244-95.0% | $3,068-93.1% | $11,403-98.2% |