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 | $91,736 | $111,754-17.9% | $103,333-11.2% | $145,922-37.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 31.28% | 24.77%+6.5pp | 24.88%+6.4pp | 561.29%-530.0pp |
| Employer contribution / active EE | $6,867 | $4,212+63.0% | $3,868+77.5% | $4,660+47.4% |
| Participant deferral / active EE | $8,006 | $5,619+42.5% | $5,057+58.3% | $6,688+19.7% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |