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 | $42,326 | $115,770-63.4% | $101,248-58.2% | $158,922-73.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.69% | 56.14%-38.5pp | 46.47%-28.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $9,407 | $4,175+125.3% | $3,660+157.1% | $4,761+97.6% |
| Participant deferral / active EE | $1,648 | $4,957-66.8% | $4,370-62.3% | $5,982-72.5% |
| Admin fee / account holder | $10 | $7,245-99.9% | $5,945-99.8% | $11,246-99.9% |