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 | $87,652 | $65,409+34.0% | $98,442-11.0% | $85,850+2.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.42% | 21.76%-4.3pp | 1492.73%-1475.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $2,316 | $2,168+6.8% | $2,960-21.8% | $2,565-9.7% |
| Participant deferral / active EE | $8,507 | $3,166+168.7% | $4,276+98.9% | $3,952+115.3% |
| Admin fee / account holder | $2 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |