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 | $68,210 | $148,534-54.1% | $135,903-49.8% | $139,434-51.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.28% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.7pp |
| Employer contribution / active EE | $8,538 | $5,243+62.9% | $4,856+75.8% | $4,751+79.7% |
| Participant deferral / active EE | $11,832 | $8,100+46.1% | $7,758+52.5% | $6,710+76.3% |
| Admin fee / account holder | $38 | $12,400-99.7% | $10,762-99.6% | $11,403-99.7% |