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 | $65,782 | $104,974-37.3% | $95,585-31.2% | $142,382-53.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.33% | 210.33%-188.0pp | 38.56%-16.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $4,105 | $2,779+47.7% | $2,527+62.5% | $4,299-4.5% |
| Participant deferral / active EE | $8,875 | $4,352+103.9% | $4,023+120.6% | $6,507+36.4% |
| Admin fee / account holder | $236 | $6,386-96.3% | $6,127-96.1% | $12,624-98.1% |