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 | $56,656 | $112,729-49.7% | $98,716-42.6% | $137,256-58.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.59% | 38.48%-17.9pp | 31.81%-11.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,080 | $2,725-23.7% | $2,279-8.7% | $4,156-50.0% |
| Participant deferral / active EE | $4,160 | $4,640-10.3% | $4,048+2.8% | $6,407-35.1% |
| Admin fee / account holder | $215 | $10,129-97.9% | $8,703-97.5% | $12,270-98.2% |