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 | $27,875 | $74,888-62.8% | $71,209-60.9% | $142,382-80.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.45% | 345.14%-320.7pp | 282.51%-258.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,591 | $2,854-44.3% | $2,721-41.5% | $4,299-63.0% |
| Participant deferral / active EE | $4,431 | $4,454-0.5% | $4,175+6.1% | $6,507-31.9% |
| Admin fee / account holder | $173 | $5,568-96.9% | $5,349-96.8% | $12,624-98.6% |