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 6-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 | $69,620 | $104,974-33.7% | $95,585-27.2% | $142,382-51.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.07% | 210.33%-188.3pp | 38.56%-16.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $7,512 | $2,779+170.3% | $2,527+197.3% | $4,299+74.7% |
| Participant deferral / active EE | $10,810 | $4,352+148.4% | $4,023+168.7% | $6,507+66.1% |
| Admin fee / account holder | $13 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |