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 | $36,975 | $197,591-81.3% | $177,821-79.2% | $158,922-76.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.15% | 58.76%-25.6pp | 48.32%-15.2pp | 302.83%-269.7pp |
| Employer contribution / active EE | $5,535 | $6,697-17.4% | $5,918-6.5% | $4,761+16.3% |
| Participant deferral / active EE | $12,160 | $8,405+44.7% | $7,714+57.6% | $5,982+103.3% |
| Admin fee / account holder | $100 | $15,399-99.3% | $12,427-99.2% | $11,246-99.1% |