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 6-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 | $75,080 | $175,202-57.1% | $149,673-49.8% | $139,434-46.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.72% | 166.71%-145.0pp | 134.42%-112.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $7,374 | $5,474+34.7% | $4,818+53.1% | $4,751+55.2% |
| Participant deferral / active EE | $17,019 | $6,519+161.1% | $5,680+199.6% | $6,710+153.6% |
| Admin fee / account holder | $261 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |