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 | $37,891 | $77,419-51.1% | $69,455-45.4% | $152,861-75.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.62% | 39.06%-17.4pp | 28.97%-7.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $8,061 | $3,315+143.2% | $2,779+190.1% | $4,762+69.3% |
| Participant deferral / active EE | $12,545 | $4,414+184.2% | $3,535+254.8% | $5,850+114.4% |
| Admin fee / account holder | $12 | $6,207-99.8% | $3,839-99.7% | $11,596-99.9% |