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 | $23,612 | $104,907-77.5% | $84,611-72.1% | $152,861-84.6% |
| Participation rate | 95.7% | 74.8%+20.8pp | 68.2%+27.4pp | 82.4%+13.2pp |
| Annual return | 20.30% | 373.79%-353.5pp | 258.74%-238.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,431 | $3,302+3.9% | $2,652+29.4% | $4,762-28.0% |
| Participant deferral / active EE | $3,025 | $4,688-35.5% | $3,899-22.4% | $5,850-48.3% |
| Admin fee / account holder | $250 | $6,241-96.0% | $4,912-94.9% | $11,596-97.8% |