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 | $25,668 | $96,484-73.4% | $75,886-66.2% | $152,861-83.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.27% | 33.98%-16.7pp | 30.76%-13.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $3,434 | $3,309+3.8% | $2,500+37.3% | $4,762-27.9% |
| Participant deferral / active EE | $5,133 | $4,553+12.7% | $3,603+42.5% | $5,850-12.3% |
| Admin fee / account holder | $53 | $8,078-99.3% | $5,418-99.0% | $11,596-99.5% |