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 | $30,682 | $109,817-72.1% | $98,442-68.8% | $167,490-81.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.18% | 1956.69%-1940.5pp | 1492.73%-1476.5pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,288 | $3,224-60.0% | $2,960-56.5% | $4,837-73.4% |
| Participant deferral / active EE | $3,606 | $4,673-22.8% | $4,276-15.7% | $6,341-43.1% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |