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 6-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 | $38,433 | $148,534-74.1% | $135,903-71.7% | $139,434-72.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.95% | 79.19%-56.2pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,066 | $5,243-60.6% | $4,856-57.5% | $4,751-56.5% |
| Participant deferral / active EE | $9,816 | $8,100+21.2% | $7,758+26.5% | $6,710+46.3% |
| Admin fee / account holder | $82 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |