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 | $65,958 | $111,754-41.0% | $103,333-36.2% | $145,922-54.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.44% | 24.77%-10.3pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,640 | $4,212-13.6% | $3,868-5.9% | $4,660-21.9% |
| Participant deferral / active EE | $7,854 | $5,619+39.8% | $5,057+55.3% | $6,688+17.4% |
| Admin fee / account holder | $13 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |