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 | $42,281 | $109,359-61.3% | $162,163-73.9% | $72,985-42.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 34.62% | 25.46%+9.2pp | 115.59%-81.0pp | 81.00%-46.4pp |
| Employer contribution / active EE | $1,572 | $3,907-59.8% | $5,614-72.0% | $2,440-35.6% |
| Participant deferral / active EE | $3,779 | $5,481-31.0% | $7,298-48.2% | $3,607+4.8% |
| Admin fee / account holder | $182 | $7,972-97.7% | $10,843-98.3% | $5,124-96.4% |