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 | $27,450 | $176,056-84.4% | $159,436-82.8% | $167,490-83.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.50% | 331.75%-315.2pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,331 | $5,297-56.0% | $4,829-51.7% | $4,837-51.8% |
| Participant deferral / active EE | $4,743 | $7,750-38.8% | $7,352-35.5% | $6,341-25.2% |
| Admin fee / account holder | $103 | $12,554-99.2% | $10,799-99.0% | $12,309-99.2% |