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 | $31,383 | $111,724-71.9% | $93,606-66.5% | $145,922-78.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.46% | 202.98%-190.5pp | 133.20%-120.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,420 | $3,090-54.0% | $2,420-41.3% | $4,660-69.5% |
| Participant deferral / active EE | $1,775 | $4,912-63.9% | $4,411-59.8% | $6,688-73.5% |
| Admin fee / account holder | $154 | $10,250-98.5% | $8,285-98.1% | $13,397-98.8% |