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 8-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 | $18,477 | $102,966-82.1% | $90,281-79.5% | $152,861-87.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 31.00% | 95.16%-64.2pp | 78.10%-47.1pp | 345.32%-314.3pp |
| Employer contribution / active EE | $2,212 | $3,139-29.5% | $2,854-22.5% | $4,762-53.6% |
| Participant deferral / active EE | $5,530 | $4,281+29.2% | $3,885+42.3% | $5,850-5.5% |
| Admin fee / account holder | $93 | $6,171-98.5% | $5,351-98.3% | $11,596-99.2% |