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 | $41,885 | $209,411-80.0% | $178,490-76.5% | $158,922-73.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 32.75% | 188.75%-156.0pp | 151.07%-118.3pp | 302.83%-270.1pp |
| Employer contribution / active EE | $3,510 | $5,706-38.5% | $5,011-30.0% | $4,761-26.3% |
| Participant deferral / active EE | $13,100 | $5,954+120.0% | $5,202+151.8% | $5,982+119.0% |
| Admin fee / account holder | $177 | $17,074-99.0% | $13,984-98.7% | $11,246-98.4% |