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 | $30,138 | $228,332-86.8% | $185,823-83.8% | $158,922-81.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 64.84% | 40.80%+24.0pp | 35.95%+28.9pp | 302.83%-238.0pp |
| Employer contribution / active EE | $5,243 | $4,967+5.6% | $4,087+28.3% | $4,761+10.1% |
| Participant deferral / active EE | $12,758 | $6,415+98.9% | $5,632+126.5% | $5,982+113.3% |
| Admin fee / account holder | $74 | $11,864-99.4% | $9,500-99.2% | $11,246-99.3% |