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 | $60,978 | $148,534-58.9% | $135,903-55.1% | $139,434-56.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.64% | 79.19%-51.6pp | 68.23%-40.6pp | 372.94%-345.3pp |
| Employer contribution / active EE | $2,754 | $5,243-47.5% | $4,856-43.3% | $4,751-42.0% |
| Participant deferral / active EE | $4,606 | $8,100-43.1% | $7,758-40.6% | $6,710-31.4% |
| Admin fee / account holder | $10 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |