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 | $20,038 | $107,334-81.3% | $92,893-78.4% | $152,861-86.9% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 29.85% | 145.58%-115.7pp | 109.41%-79.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $1,721 | $4,221-59.2% | $3,653-52.9% | $4,762-63.9% |
| Participant deferral / active EE | $3,524 | $4,845-27.3% | $4,236-16.8% | $5,850-39.8% |
| Admin fee / account holder | $13 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |