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 | $53,742 | $227,553-76.4% | $189,557-71.6% | $167,490-67.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.94% | 78.40%-63.5pp | 64.17%-49.2pp | 478.56%-463.6pp |
| Employer contribution / active EE | $4,353 | $5,316-18.1% | $4,412-1.3% | $4,837-10.0% |
| Participant deferral / active EE | $14,843 | $7,002+112.0% | $6,174+140.4% | $6,341+134.1% |
| Admin fee / account holder | $179 | $11,878-98.5% | $9,807-98.2% | $12,309-98.5% |