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 | $63,173 | $108,172-41.6% | $77,482-18.5% | $158,922-60.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 31.76% | 31.67%+0.1pp | 54.79%-23.0pp | 302.83%-271.1pp |
| Employer contribution / active EE | $12,068 | $1,325+810.9% | $986+1123.4% | $4,761+153.5% |
| Participant deferral / active EE | $19,417 | $2,456+690.5% | $1,861+943.3% | $5,982+224.6% |
| Admin fee / account holder | $269 | $3,708-92.7% | $2,858-90.6% | $11,246-97.6% |