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 | $80,760 | $118,450-31.8% | $98,439-18.0% | $139,434-42.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 25.58% | 18.94%+6.6pp | 21.16%+4.4pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,280 | $3,609-64.5% | $3,048-58.0% | $4,751-73.1% |
| Participant deferral / active EE | $4,800 | $5,392-11.0% | $4,738+1.3% | $6,710-28.5% |
| Admin fee / account holder | $19 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |