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 | $28,306 | $115,882-75.6% | $100,516-71.8% | $158,922-82.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 37.96% | 34.79%+3.2pp | 30.89%+7.1pp | 302.83%-264.9pp |
| Employer contribution / active EE | $1,233 | $4,103-70.0% | $3,418-63.9% | $4,761-74.1% |
| Participant deferral / active EE | $7,665 | $6,674+14.8% | $6,270+22.3% | $5,982+28.1% |
| Admin fee / account holder | $9 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |