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 | $43,654 | $165,912-73.7% | $122,332-64.3% | $147,584-70.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.64% | 34.55%-19.9pp | 30.27%-15.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,918 | $5,754-66.7% | $4,050-52.6% | $4,876-60.7% |
| Participant deferral / active EE | $345 | $4,005-91.4% | $3,287-89.5% | $5,439-93.7% |
| Admin fee / account holder | $4 | $7,424-99.9% | $5,478-99.9% | $10,885-100.0% |