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 | $29,750 | $118,849-75.0% | $96,562-69.2% | $167,490-82.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.38% | 50.49%-38.1pp | 37.78%-25.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $2,671 | $3,120-14.4% | $2,356+13.4% | $4,837-44.8% |
| Participant deferral / active EE | $1,513 | $4,616-67.2% | $3,849-60.7% | $6,341-76.1% |
| Admin fee / account holder | $256 | $8,065-96.8% | $6,181-95.9% | $12,309-97.9% |