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 | $47,254 | $124,425-62.0% | $112,040-57.8% | $137,256-65.6% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | 28.52% | 24.72%+3.8pp | 24.52%+4.0pp | 220.34%-191.8pp |
| Employer contribution / active EE | $6,274 | $3,411+83.9% | $2,954+112.4% | $4,156+51.0% |
| Participant deferral / active EE | $10,600 | $5,718+85.4% | $5,098+107.9% | $6,407+65.4% |
| Admin fee / account holder | $144 | $15,207-99.1% | $12,098-98.8% | $12,270-98.8% |