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 6-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 | $66,117 | $177,572-62.8% | $154,803-57.3% | $142,382-53.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.71% | 65.07%-43.4pp | 58.88%-37.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,057 | $4,810-36.5% | $4,305-29.0% | $4,299-28.9% |
| Participant deferral / active EE | $7,591 | $6,272+21.0% | $5,540+37.0% | $6,507+16.7% |
| Admin fee / account holder | $244 | $16,786-98.5% | $14,329-98.3% | $12,624-98.1% |