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 | $13,225 | $72,396-81.7% | $67,511-80.4% | $145,959-90.9% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 11.30% | 7194.07%-7182.8pp | 3517.41%-3506.1pp | 561.95%-550.7pp |
| Employer contribution / active EE | $1,088 | $3,071-64.6% | $2,733-60.2% | $4,661-76.7% |
| Participant deferral / active EE | $3,006 | $4,781-37.1% | $4,000-24.8% | $6,689-55.1% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |