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 | $96,042 | $159,602-39.8% | $150,045-36.0% | $142,382-32.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.79% | 70.24%-52.4pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,357 | $4,961-32.3% | $4,693-28.5% | $4,299-21.9% |
| Participant deferral / active EE | $9,664 | $8,310+16.3% | $7,997+20.8% | $6,507+48.5% |
| Admin fee / account holder | $153 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |