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 | $31,614 | $107,334-70.5% | $92,893-66.0% | $152,861-79.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.52% | 145.58%-119.1pp | 109.41%-82.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $3,258 | $4,221-22.8% | $3,653-10.8% | $4,762-31.6% |
| Participant deferral / active EE | $11,040 | $4,845+127.9% | $4,236+160.6% | $5,850+88.7% |
| Admin fee / account holder | $263 | $7,079-96.3% | $5,794-95.5% | $11,596-97.7% |