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 | $35,912 | $202,432-82.3% | $169,368-78.8% | $139,434-74.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 26.69% | 531.74%-505.0pp | 405.60%-378.9pp | 372.94%-346.3pp |
| Employer contribution / active EE | $3,372 | $4,692-28.1% | $4,013-16.0% | $4,751-29.0% |
| Participant deferral / active EE | $4,428 | $6,938-36.2% | $6,221-28.8% | $6,710-34.0% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |