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 | $75,740 | $114,047-33.6% | $96,139-21.2% | $167,490-54.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.86% | 189.88%-172.0pp | 191.94%-174.1pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,442 | $3,427-57.9% | $2,797-48.4% | $4,837-70.2% |
| Participant deferral / active EE | $5,918 | $5,194+13.9% | $4,349+36.1% | $6,341-6.7% |
| Admin fee / account holder | $20 | $6,897-99.7% | $5,537-99.6% | $12,309-99.8% |