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 | $28,331 | $165,335-82.9% | $149,696-81.1% | $158,922-82.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 62.43% | 348.15%-285.7pp | 276.60%-214.2pp | 302.83%-240.4pp |
| Employer contribution / active EE | $3,559 | $5,103-30.3% | $4,644-23.4% | $4,761-25.3% |
| Participant deferral / active EE | $12,078 | $7,181+68.2% | $6,842+76.5% | $5,982+101.9% |
| Admin fee / account holder | $66 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |