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 | $64,687 | $167,484-61.4% | $151,611-57.3% | $134,475-51.9% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | 2.03% | 7.80%-5.8pp | 3.33%-1.3pp | 417.96%-415.9pp |
| Employer contribution / active EE | $4,905 | $6,829-28.2% | $6,166-20.4% | $4,740+3.5% |
| Participant deferral / active EE | $15,317 | $8,986+70.5% | $8,363+83.1% | $6,400+139.3% |
| Admin fee / account holder | $14 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |