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 | $31,525 | $82,664-61.9% | $125,339-74.8% | $68,494-54.0% |
| Participation rate | 88.2% | 75.0%+13.1pp | 82.4%+5.8pp | 67.9%+20.3pp |
| Annual return | 7.44% | -5.97%+13.4pp | 572.05%-564.6pp | -7.84%+15.3pp |
| Employer contribution / active EE | $3,492 | $3,381+3.3% | $4,814-27.5% | $2,596+34.5% |
| Participant deferral / active EE | $9,384 | $6,110+53.6% | $7,446+26.0% | $4,027+133.0% |
| Admin fee / account holder | $85 | $6,275-98.6% | $10,010-99.2% | $5,403-98.4% |