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 | $56,826 | $176,056-67.7% | $159,436-64.4% | $167,490-66.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.15% | 331.75%-314.6pp | 263.57%-246.4pp | 478.56%-461.4pp |
| Employer contribution / active EE | $7,607 | $5,297+43.6% | $4,829+57.5% | $4,837+57.2% |
| Participant deferral / active EE | $15,151 | $7,750+95.5% | $7,352+106.1% | $6,341+138.9% |
| Admin fee / account holder | $211 | $12,554-98.3% | $10,799-98.0% | $12,309-98.3% |