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 9-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 | $52,622 | $81,248-35.2% | $155,509-66.2% | $80,856-34.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.21% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $6,357 | $3,100+105.0% | $4,672+36.1% | $2,755+130.8% |
| Participant deferral / active EE | $3,316 | $3,452-3.9% | $5,626-41.1% | $4,296-22.8% |
| Admin fee / account holder | $66 | $7,997-99.2% | $15,912-99.6% | $6,918-99.0% |