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 | $35,784 | $56,053-36.2% | $75,972-52.9% | $80,856-55.7% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 12.33% | 20.53%-8.2pp | 359.55%-347.2pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,524 | $1,874-18.7% | $2,685-43.2% | $2,755-44.7% |
| Participant deferral / active EE | $6,626 | $3,052+117.1% | $4,255+55.7% | $4,296+54.2% |
| Admin fee / account holder | $245 | $5,234-95.3% | $6,467-96.2% | $6,918-96.5% |