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 | $96,957 | $183,519-47.2% | $155,509-37.7% | $145,922-33.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.26% | 61.17%-37.9pp | 64.67%-41.4pp | 561.29%-538.0pp |
| Employer contribution / active EE | $3,722 | $5,313-29.9% | $4,672-20.3% | $4,660-20.1% |
| Participant deferral / active EE | $7,138 | $6,462+10.5% | $5,626+26.9% | $6,688+6.7% |
| Admin fee / account holder | $193 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |