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 | $18,783 | $107,334-82.5% | $92,893-79.8% | $152,861-87.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 34.27% | 145.58%-111.3pp | 109.41%-75.1pp | 345.32%-311.0pp |
| Employer contribution / active EE | $1,817 | $4,221-57.0% | $3,653-50.3% | $4,762-61.9% |
| Participant deferral / active EE | $3,920 | $4,845-19.1% | $4,236-7.5% | $5,850-33.0% |
| Admin fee / account holder | $178 | $7,079-97.5% | $5,794-96.9% | $11,596-98.5% |