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 | $45,493 | $107,334-57.6% | $92,893-51.0% | $152,861-70.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.63% | 145.58%-118.0pp | 109.41%-81.8pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,042 | $4,221-75.3% | $3,653-71.5% | $4,762-78.1% |
| Participant deferral / active EE | $12,954 | $4,845+167.4% | $4,236+205.8% | $5,850+121.4% |
| Admin fee / account holder | $15 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |