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 | $37,668 | $87,013-56.7% | $106,213-64.5% | $80,856-53.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.76% | 17.05%-2.3pp | 116.14%-101.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,088 | $2,395+112.4% | $3,171+60.4% | $2,755+84.7% |
| Participant deferral / active EE | $3,876 | $3,986-2.8% | $5,016-22.7% | $4,296-9.8% |
| Admin fee / account holder | $242 | $8,431-97.1% | $11,033-97.8% | $6,918-96.5% |