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 | $57,203 | $210,648-72.8% | $177,989-67.9% | $145,922-60.8% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 13.84% | 385.86%-372.0pp | 294.48%-280.6pp | 561.29%-547.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,368 | $6,958-37.2% | $6,276-30.4% | $6,688-34.7% |
| Admin fee / account holder | $85 | $12,013-99.3% | $10,363-99.2% | $13,397-99.4% |