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 | $12,828 | $102,966-87.5% | $90,281-85.8% | $152,861-91.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.99% | 95.16%-73.2pp | 78.10%-56.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,437 | $3,139-54.2% | $2,854-49.6% | $4,762-69.8% |
| Participant deferral / active EE | $1,975 | $4,281-53.9% | $3,885-49.2% | $5,850-66.2% |
| Admin fee / account holder | $116 | $6,171-98.1% | $5,351-97.8% | $11,596-99.0% |