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 | $127,065-62.8% | $113,168-58.2% | $142,382-66.8% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 28.52% | 24.03%+4.5pp | 24.27%+4.2pp | 217.08%-188.6pp |
| Employer contribution / active EE | $6,274 | $3,442+82.3% | $2,975+110.9% | $4,299+45.9% |
| Participant deferral / active EE | $10,600 | $5,716+85.4% | $5,107+107.6% | $6,507+62.9% |
| Admin fee / account holder | $144 | $15,736-99.1% | $12,068-98.8% | $12,624-98.9% |