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 | $55,240 | $124,281-55.6% | $109,143-49.4% | $167,490-67.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.03% | 26.04%-12.0pp | 25.75%-11.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,720 | $4,207-59.1% | $3,722-53.8% | $4,837-64.5% |
| Participant deferral / active EE | $6,155 | $5,255+17.1% | $4,653+32.3% | $6,341-2.9% |
| Admin fee / account holder | $231 | $7,970-97.1% | $6,752-96.6% | $12,309-98.1% |