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 | $47,823 | $109,881-56.5% | $150,045-68.1% | $84,808-43.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 29.83% | 28.25%+1.6pp | 62.55%-32.7pp | 40.90%-11.1pp |
| Employer contribution / active EE | $2,459 | $3,561-30.9% | $4,693-47.6% | $2,631-6.5% |
| Participant deferral / active EE | $10,514 | $6,636+58.4% | $7,997+31.5% | $4,212+149.7% |
| Admin fee / account holder | $285 | $8,568-96.7% | $13,435-97.9% | $7,344-96.1% |