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 | $44,993 | $84,696-46.9% | $75,696-40.6% | $167,490-73.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.75% | 199.36%-185.6pp | 104.53%-90.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $4,776 | $3,230+47.9% | $2,743+74.1% | $4,837-1.3% |
| Participant deferral / active EE | $8,872 | $4,580+93.7% | $3,821+132.2% | $6,341+39.9% |
| Admin fee / account holder | $3 | $5,355-99.9% | $3,619-99.9% | $12,309-100.0% |