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 | $36,102 | $106,890-66.2% | $84,015-57.0% | $152,861-76.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.39% | 104.99%-89.6pp | 71.31%-55.9pp | 345.32%-329.9pp |
| Employer contribution / active EE | $3,550 | $2,734+29.8% | $1,983+79.0% | $4,762-25.5% |
| Participant deferral / active EE | $4,260 | $4,011+6.2% | $3,239+31.5% | $5,850-27.2% |
| Admin fee / account holder | $125 | $8,285-98.5% | $6,101-98.0% | $11,596-98.9% |