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 | $87,502 | $117,381-25.5% | $99,443-12.0% | $152,861-42.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 28.78% | 31.87%-3.1pp | 30.72%-1.9pp | 345.32%-316.5pp |
| Employer contribution / active EE | $2,109 | $3,013-30.0% | $2,540-17.0% | $4,762-55.7% |
| Participant deferral / active EE | $11,251 | $4,086+175.4% | $3,619+210.9% | $5,850+92.3% |
| Admin fee / account holder | $209 | $7,631-97.3% | $6,250-96.7% | $11,596-98.2% |