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 | $38,553 | $155,788-75.3% | $124,672-69.1% | $167,490-77.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.05% | 17.97%-3.9pp | 5142.93%-5128.9pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,774 | $4,163-57.4% | $3,324-46.6% | $4,837-63.3% |
| Participant deferral / active EE | $5,467 | $5,673-3.6% | $4,614+18.5% | $6,341-13.8% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |