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 | $43,503 | $124,281-65.0% | $109,143-60.1% | $167,490-74.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.46% | 26.04%-5.6pp | 25.75%-5.3pp | 478.56%-458.1pp |
| Employer contribution / active EE | $12,928 | $4,207+207.3% | $3,722+247.3% | $4,837+167.2% |
| Participant deferral / active EE | $4,760 | $5,255-9.4% | $4,653+2.3% | $6,341-24.9% |
| Admin fee / account holder | $185 | $7,970-97.7% | $6,752-97.3% | $12,309-98.5% |