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 | $50,628 | $165,335-69.4% | $149,696-66.2% | $158,922-68.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.78% | 348.15%-330.4pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $5,071 | $5,103-0.6% | $4,644+9.2% | $4,761+6.5% |
| Participant deferral / active EE | $9,476 | $7,181+32.0% | $6,842+38.5% | $5,982+58.4% |
| Admin fee / account holder | $98 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |