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 | $13,936 | $99,020-85.9% | $86,590-83.9% | $147,584-90.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 28.45% | 1312.34%-1283.9pp | 964.84%-936.4pp | 578.55%-550.1pp |
| Employer contribution / active EE | $2,166 | $3,132-30.8% | $2,839-23.7% | $4,876-55.6% |
| Participant deferral / active EE | $5,838 | $3,972+47.0% | $3,609+61.8% | $5,439+7.3% |
| Admin fee / account holder | $4 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |