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 7-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 | $22,359 | $107,334-79.2% | $92,893-75.9% | $152,861-85.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 29.60% | 145.58%-116.0pp | 109.41%-79.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $3,234 | $4,221-23.4% | $3,653-11.5% | $4,762-32.1% |
| Participant deferral / active EE | $3,450 | $4,845-28.8% | $4,236-18.6% | $5,850-41.0% |
| Admin fee / account holder | $118 | $7,079-98.3% | $5,794-98.0% | $11,596-99.0% |