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 | $81,189 | $209,411-61.2% | $178,490-54.5% | $158,922-48.9% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 18.02% | 188.75%-170.7pp | 151.07%-133.1pp | 302.83%-284.8pp |
| Employer contribution / active EE | $6,807 | $5,706+19.3% | $5,011+35.9% | $4,761+43.0% |
| Participant deferral / active EE | $6,223 | $5,954+4.5% | $5,202+19.6% | $5,982+4.0% |
| Admin fee / account holder | $219 | $17,074-98.7% | $13,984-98.4% | $11,246-98.1% |