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 | $33,149 | $70,756-53.2% | $65,493-49.4% | $142,382-76.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.09% | 1754.89%-1734.8pp | 982.45%-962.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $436 | $2,881-84.9% | $2,574-83.1% | $4,299-89.9% |
| Participant deferral / active EE | $3,644 | $4,637-21.4% | $3,961-8.0% | $6,507-44.0% |
| Admin fee / account holder | $153 | $6,559-97.7% | $5,028-97.0% | $12,624-98.8% |