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 | $29,470 | $102,317-71.2% | $146,958-79.9% | $80,856-63.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.93% | 134.76%-112.8pp | 418.34%-396.4pp | 35.59%-13.7pp |
| Employer contribution / active EE | $2,950 | $3,713-20.5% | $4,933-40.2% | $2,755+7.1% |
| Participant deferral / active EE | $3,433 | $6,644-48.3% | $8,070-57.5% | $4,296-20.1% |
| Admin fee / account holder | $279 | $7,941-96.5% | $12,998-97.9% | $6,918-96.0% |