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 | $17,343 | $104,907-83.5% | $84,611-79.5% | $152,861-88.7% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 30.18% | 373.79%-343.6pp | 258.74%-228.6pp | 345.32%-315.1pp |
| Employer contribution / active EE | $2,371 | $3,302-28.2% | $2,652-10.6% | $4,762-50.2% |
| Participant deferral / active EE | $5,060 | $4,688+7.9% | $3,899+29.8% | $5,850-13.5% |
| Admin fee / account holder | $66 | $6,241-98.9% | $4,912-98.7% | $11,596-99.4% |