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 | $36,614 | $159,602-77.1% | $150,045-75.6% | $142,382-74.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.69% | 70.24%-52.5pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,192 | $4,961-55.8% | $4,693-53.3% | $4,299-49.0% |
| Participant deferral / active EE | $7,779 | $8,310-6.4% | $7,997-2.7% | $6,507+19.5% |
| Admin fee / account holder | $211 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |