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 | $239,571-70.4% | $183,328-61.3% | $137,256-48.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 65.70% | 35.69%+30.0pp | 29.67%+36.0pp | 220.34%-154.6pp |
| Employer contribution / active EE | $2,169 | $6,148-64.7% | $5,055-57.1% | $4,156-47.8% |
| Participant deferral / active EE | $13,573 | $7,995+69.8% | $6,795+99.7% | $6,407+111.9% |
| Admin fee / account holder | $15 | $30,059-100.0% | $21,427-99.9% | $12,270-99.9% |