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 | $29,233 | $104,907-72.1% | $84,611-65.5% | $152,861-80.9% |
| Participation rate | 70.0% | 74.8%-4.8pp | 68.2%+1.8pp | 82.4%-12.4pp |
| Annual return | 26.10% | 373.79%-347.7pp | 258.74%-232.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $511 | $3,302-84.5% | $2,652-80.7% | $4,762-89.3% |
| Participant deferral / active EE | $4,681 | $4,688-0.1% | $3,899+20.1% | $5,850-20.0% |
| Admin fee / account holder | $18 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |