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 | $61,806 | $148,534-58.4% | $135,903-54.5% | $139,434-55.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.15% | 79.19%-56.0pp | 68.23%-45.1pp | 372.94%-349.8pp |
| Employer contribution / active EE | $7,545 | $5,243+43.9% | $4,856+55.4% | $4,751+58.8% |
| Participant deferral / active EE | $12,260 | $8,100+51.4% | $7,758+58.0% | $6,710+82.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |