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 | $18,847 | $84,233-77.6% | $170,442-88.9% | $70,131-73.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 43.95% | 23.06%+20.9pp | 205.93%-162.0pp | 73.14%-29.2pp |
| Employer contribution / active EE | $4,604 | $3,387+35.9% | $5,433-15.3% | $2,342+96.6% |
| Participant deferral / active EE | $9,209 | $3,086+198.4% | $4,939+86.4% | $3,332+176.4% |
| Admin fee / account holder | $65 | $5,698-98.9% | $13,880-99.5% | $4,645-98.6% |