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 | $33,675 | $111,724-69.9% | $93,606-64.0% | $145,922-76.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.02% | 202.98%-190.0pp | 133.20%-120.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,722 | $3,090-11.9% | $2,420+12.5% | $4,660-41.6% |
| Participant deferral / active EE | $5,156 | $4,912+5.0% | $4,411+16.9% | $6,688-22.9% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |