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 | $39,390 | $124,319-68.3% | $111,297-64.6% | $167,490-76.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 34.85% | 37.44%-2.6pp | 54.65%-19.8pp | 478.56%-443.7pp |
| Employer contribution / active EE | $13,935 | $3,435+305.6% | $2,731+410.2% | $4,837+188.1% |
| Participant deferral / active EE | $29,237 | $5,180+464.4% | $4,487+551.6% | $6,341+361.1% |
| Admin fee / account holder | $112 | $10,618-98.9% | $7,964-98.6% | $12,309-99.1% |