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 | $70,866 | $238,490-70.3% | $180,183-60.7% | $142,382-50.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 65.70% | 33.56%+32.1pp | 27.86%+37.8pp | 217.08%-151.4pp |
| Employer contribution / active EE | $2,169 | $6,143-64.7% | $5,039-57.0% | $4,299-49.6% |
| Participant deferral / active EE | $13,573 | $7,996+69.7% | $6,822+98.9% | $6,507+108.6% |
| Admin fee / account holder | $15 | $28,866-99.9% | $19,975-99.9% | $12,624-99.9% |