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 | $61,836 | $176,056-64.9% | $159,436-61.2% | $167,490-63.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.41% | 331.75%-318.3pp | 263.57%-250.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,278 | $5,297-75.9% | $4,829-73.5% | $4,837-73.6% |
| Participant deferral / active EE | $4,854 | $7,750-37.4% | $7,352-34.0% | $6,341-23.5% |
| Admin fee / account holder | $206 | $12,554-98.4% | $10,799-98.1% | $12,309-98.3% |