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 | $71,652 | $148,534-51.8% | $135,903-47.3% | $139,434-48.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.40% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,353 | $5,243-74.2% | $4,856-72.1% | $4,751-71.5% |
| Participant deferral / active EE | $5,460 | $8,100-32.6% | $7,758-29.6% | $6,710-18.6% |
| Admin fee / account holder | $204 | $12,400-98.4% | $10,762-98.1% | $11,403-98.2% |