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 | $40,873 | $121,625-66.4% | $104,607-60.9% | $158,922-74.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 11.49% | 465.26%-453.8pp | 340.46%-329.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $9,672 | $3,163+205.8% | $2,681+260.8% | $4,761+103.2% |
| Participant deferral / active EE | $8,660 | $4,177+107.3% | $3,740+131.6% | $5,982+44.8% |
| Admin fee / account holder | $282 | $7,787-96.4% | $6,473-95.6% | $11,246-97.5% |