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 | $85,441 | $148,534-42.5% | $135,903-37.1% | $139,434-38.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.08% | 79.19%-60.1pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,362 | $5,243-35.9% | $4,856-30.8% | $4,751-29.2% |
| Participant deferral / active EE | $17,714 | $8,100+118.7% | $7,758+128.3% | $6,710+164.0% |
| Admin fee / account holder | $124 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |