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 | $33,488 | $72,071-53.5% | $68,368-51.0% | $137,256-75.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.04% | 353.14%-333.1pp | 292.57%-272.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $766 | $2,788-72.5% | $2,649-71.1% | $4,156-81.6% |
| Participant deferral / active EE | $1,726 | $4,410-60.9% | $4,123-58.1% | $6,407-73.1% |
| Admin fee / account holder | $250 | $5,336-95.3% | $5,150-95.1% | $12,270-98.0% |