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 | $47,937 | $124,281-61.4% | $109,143-56.1% | $167,490-71.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.52% | 26.04%-13.5pp | 25.75%-13.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $6,690 | $4,207+59.0% | $3,722+79.8% | $4,837+38.3% |
| Participant deferral / active EE | $1,690 | $5,255-67.8% | $4,653-63.7% | $6,341-73.3% |
| Admin fee / account holder | $9 | $7,970-99.9% | $6,752-99.9% | $12,309-99.9% |