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 | $38,717 | $109,817-64.7% | $98,442-60.7% | $167,490-76.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.81% | 1956.69%-1945.9pp | 1492.73%-1481.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $6,623 | $3,224+105.4% | $2,960+123.8% | $4,837+36.9% |
| Participant deferral / active EE | $7,984 | $4,673+70.8% | $4,276+86.7% | $6,341+25.9% |
| Admin fee / account holder | $28 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |