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 | $24,948 | $124,281-79.9% | $109,143-77.1% | $167,490-85.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 25.27% | 26.04%-0.8pp | 25.75%-0.5pp | 478.56%-453.3pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,695 | $5,255+46.4% | $4,653+65.4% | $6,341+21.4% |
| Admin fee / account holder | $80 | $7,970-99.0% | $6,752-98.8% | $12,309-99.4% |