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 | $144,303 | $214,378-32.7% | $200,582-28.1% | $142,382+1.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.40% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $8,814 | $6,841+28.8% | $6,419+37.3% | $4,299+105.0% |
| Participant deferral / active EE | $23,700 | $9,865+140.2% | $9,331+154.0% | $6,507+264.2% |
| Admin fee / account holder | $273 | $17,692-98.5% | $16,305-98.3% | $12,624-97.8% |