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 | $25,965 | $107,334-75.8% | $92,893-72.0% | $152,861-83.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 42.04% | 145.58%-103.5pp | 109.41%-67.4pp | 345.32%-303.3pp |
| Employer contribution / active EE | $1,546 | $4,221-63.4% | $3,653-57.7% | $4,762-67.5% |
| Participant deferral / active EE | $3,640 | $4,845-24.9% | $4,236-14.1% | $5,850-37.8% |
| Admin fee / account holder | $173 | $7,079-97.6% | $5,794-97.0% | $11,596-98.5% |