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 | $12,240 | $109,327-88.8% | $89,391-86.3% | $158,922-92.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.07% | 345.68%-324.6pp | 245.62%-224.5pp | 302.83%-281.8pp |
| Employer contribution / active EE | $2,087 | $3,170-34.1% | $2,586-19.3% | $4,761-56.2% |
| Participant deferral / active EE | $1,309 | $4,598-71.5% | $3,890-66.3% | $5,982-78.1% |
| Admin fee / account holder | $4 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |