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 | $150,413 | $228,332-34.1% | $185,823-19.1% | $158,922-5.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.81% | 40.80%-24.0pp | 35.95%-19.1pp | 302.83%-286.0pp |
| Employer contribution / active EE | $12,308 | $4,967+147.8% | $4,087+201.1% | $4,761+158.5% |
| Participant deferral / active EE | $9,984 | $6,415+55.6% | $5,632+77.3% | $5,982+66.9% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |