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 | $54,257 | $77,730-30.2% | $70,164-22.7% | $139,434-61.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.65% | 18.98%+0.7pp | 18.87%+0.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,982 | $4,990-40.2% | $4,287-30.4% | $4,751-37.2% |
| Participant deferral / active EE | $7,086 | $6,448+9.9% | $5,395+31.3% | $6,710+5.6% |
| Admin fee / account holder | $10 | $5,368-99.8% | $4,561-99.8% | $11,403-99.9% |