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 7-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 | $67,348 | $227,553-70.4% | $189,557-64.5% | $167,490-59.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.81% | 78.40%-65.6pp | 64.17%-51.4pp | 478.56%-465.7pp |
| Employer contribution / active EE | $12,000 | $5,316+125.7% | $4,412+172.0% | $4,837+148.1% |
| Participant deferral / active EE | $16,124 | $7,002+130.3% | $6,174+161.2% | $6,341+154.3% |
| Admin fee / account holder | $216 | $11,878-98.2% | $9,807-97.8% | $12,309-98.2% |