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 | $9,121 | $67,823-86.6% | $52,425-82.6% | $137,256-93.4% |
| Participation rate | 91.3% | 63.9%+27.4pp | 55.6%+35.7pp | 80.0%+11.3pp |
| Annual return | 19.67% | 219.11%-199.4pp | 302.12%-282.4pp | 220.34%-200.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,515 | $2,288+9.9% | $1,790+40.5% | $6,407-60.7% |
| Admin fee / account holder | $121 | $2,844-95.7% | $2,495-95.2% | $12,270-99.0% |