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 | $41,474 | $124,281-66.6% | $109,143-62.0% | $167,490-75.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.49% | 26.04%-8.5pp | 25.75%-8.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,496 | $4,207-64.4% | $3,722-59.8% | $4,837-69.1% |
| Participant deferral / active EE | $9,706 | $5,255+84.7% | $4,653+108.6% | $6,341+53.1% |
| Admin fee / account holder | $230 | $7,970-97.1% | $6,752-96.6% | $12,309-98.1% |