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 | $30,254 | $110,261-72.6% | $95,745-68.4% | $139,434-78.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.96% | 27.11%-5.1pp | 28.35%-6.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $3,721 | $3,257+14.2% | $2,835+31.3% | $4,751-21.7% |
| Participant deferral / active EE | $8,129 | $4,676+73.8% | $4,245+91.5% | $6,710+21.1% |
| Admin fee / account holder | $193 | $6,613-97.1% | $5,678-96.6% | $11,403-98.3% |