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 | $33,523 | $209,411-84.0% | $178,490-81.2% | $158,922-78.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.38% | 188.75%-163.4pp | 151.07%-125.7pp | 302.83%-277.4pp |
| Employer contribution / active EE | $8,170 | $5,706+43.2% | $5,011+63.1% | $4,761+71.6% |
| Participant deferral / active EE | $6,471 | $5,954+8.7% | $5,202+24.4% | $5,982+8.2% |
| Admin fee / account holder | $293 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |