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 6-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 | $73,159 | $210,648-65.3% | $177,989-58.9% | $145,922-49.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.89% | 385.86%-372.0pp | 294.48%-280.6pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,478 | $4,565-23.8% | $3,949-11.9% | $4,660-25.4% |
| Participant deferral / active EE | $12,331 | $6,958+77.2% | $6,276+96.5% | $6,688+84.4% |
| Admin fee / account holder | $277 | $12,013-97.7% | $10,363-97.3% | $13,397-97.9% |