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 | $46,555 | $84,696-45.0% | $75,696-38.5% | $167,490-72.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 26.90% | 199.36%-172.5pp | 104.53%-77.6pp | 478.56%-451.7pp |
| Employer contribution / active EE | $7,693 | $3,230+138.2% | $2,743+180.5% | $4,837+59.0% |
| Participant deferral / active EE | $4,538 | $4,580-0.9% | $3,821+18.7% | $6,341-28.4% |
| Admin fee / account holder | $11 | $5,355-99.8% | $3,619-99.7% | $12,309-99.9% |