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 | $34,121 | $77,419-55.9% | $69,455-50.9% | $152,861-77.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 34.07% | 39.06%-5.0pp | 28.97%+5.1pp | 345.32%-311.2pp |
| Employer contribution / active EE | $5,444 | $3,315+64.2% | $2,779+95.9% | $4,762+14.3% |
| Participant deferral / active EE | $9,584 | $4,414+117.2% | $3,535+171.1% | $5,850+63.8% |
| Admin fee / account holder | $107 | $6,207-98.3% | $3,839-97.2% | $11,596-99.1% |