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 6-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 | $41,170 | $127,264-67.6% | $109,895-62.5% | $167,490-75.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 36.45% | 22.97%+13.5pp | 29.45%+7.0pp | 478.56%-442.1pp |
| Employer contribution / active EE | $7,764 | $3,322+133.7% | $2,842+173.1% | $4,837+60.5% |
| Participant deferral / active EE | $23,871 | $4,514+428.8% | $4,048+489.7% | $6,341+276.4% |
| Admin fee / account holder | $83 | $7,114-98.8% | $6,066-98.6% | $12,309-99.3% |