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 | $54,489 | $93,571-41.8% | $135,903-59.9% | $75,163-27.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.52% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $3,226 | $3,537-8.8% | $4,856-33.6% | $2,670+20.8% |
| Participant deferral / active EE | $9,578 | $6,404+49.6% | $7,758+23.5% | $4,125+132.2% |
| Admin fee / account holder | $273 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |