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 | $23,807 | $165,335-85.6% | $149,696-84.1% | $158,922-85.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.42% | 348.15%-311.7pp | 276.60%-240.2pp | 302.83%-266.4pp |
| Employer contribution / active EE | $3,280 | $5,103-35.7% | $4,644-29.4% | $4,761-31.1% |
| Participant deferral / active EE | $9,804 | $7,181+36.5% | $6,842+43.3% | $5,982+63.9% |
| Admin fee / account holder | $101 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |