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 | $57,356 | $118,680-51.7% | $98,907-42.0% | $158,922-63.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 32.84% | 372.35%-339.5pp | 196.43%-163.6pp | 302.83%-270.0pp |
| Employer contribution / active EE | $2,899 | $3,333-13.0% | $2,689+7.8% | $4,761-39.1% |
| Participant deferral / active EE | $10,266 | $5,088+101.8% | $4,244+141.9% | $5,982+71.6% |
| Admin fee / account holder | $204 | $10,131-98.0% | $6,642-96.9% | $11,246-98.2% |