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 | $203,130 | $172,111+18.0% | $150,298+35.2% | $137,256+48.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.39% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,441 | $4,636-47.3% | $4,154-41.2% | $4,156-41.3% |
| Participant deferral / active EE | $9,789 | $6,166+58.8% | $5,453+79.5% | $6,407+52.8% |
| Admin fee / account holder | $277 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |