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 8-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 | $39,379 | $155,788-74.7% | $124,672-68.4% | $167,490-76.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 22.48% | 17.97%+4.5pp | 5142.93%-5120.4pp | 478.56%-456.1pp |
| Employer contribution / active EE | $2,997 | $4,163-28.0% | $3,324-9.8% | $4,837-38.0% |
| Participant deferral / active EE | $4,782 | $5,673-15.7% | $4,614+3.6% | $6,341-24.6% |
| Admin fee / account holder | $181 | $9,531-98.1% | $7,493-97.6% | $12,309-98.5% |