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 | $36,291 | $115,882-68.7% | $100,516-63.9% | $158,922-77.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.73% | 34.79%-22.1pp | 30.89%-18.2pp | 302.83%-290.1pp |
| Employer contribution / active EE | $13,495 | $4,103+228.9% | $3,418+294.9% | $4,761+183.4% |
| Participant deferral / active EE | $6,602 | $6,674-1.1% | $6,270+5.3% | $5,982+10.4% |
| Admin fee / account holder | $297 | $10,995-97.3% | $8,081-96.3% | $11,246-97.4% |