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 | $44,211 | $167,484-73.6% | $151,611-70.8% | $134,475-67.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 15.62% | 7.80%+7.8pp | 3.33%+12.3pp | 417.96%-402.3pp |
| Employer contribution / active EE | $4,531 | $6,829-33.7% | $6,166-26.5% | $4,740-4.4% |
| Participant deferral / active EE | $13,007 | $8,986+44.8% | $8,363+55.5% | $6,400+103.2% |
| Admin fee / account holder | $143 | $13,783-99.0% | $11,616-98.8% | $11,426-98.7% |