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 | $19,112 | $107,334-82.2% | $92,893-79.4% | $152,861-87.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 30.95% | 145.58%-114.6pp | 109.41%-78.5pp | 345.32%-314.4pp |
| Employer contribution / active EE | $3,635 | $4,221-13.9% | $3,653-0.5% | $4,762-23.7% |
| Participant deferral / active EE | $7,319 | $4,845+51.1% | $4,236+72.8% | $5,850+25.1% |
| Admin fee / account holder | $56 | $7,079-99.2% | $5,794-99.0% | $11,596-99.5% |