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 | $24,137 | $89,355-73.0% | $141,162-82.9% | $72,985-66.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 35.83% | 111.85%-76.0pp | 71.39%-35.6pp | 81.00%-45.2pp |
| Employer contribution / active EE | $2,369 | $3,114-23.9% | $4,735-50.0% | $2,440-2.9% |
| Participant deferral / active EE | $5,373 | $5,418-0.8% | $6,709-19.9% | $3,607+48.9% |
| Admin fee / account holder | $230 | $5,958-96.1% | $10,261-97.8% | $5,124-95.5% |