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 | $237,273 | $93,071+154.9% | $74,583+218.1% | $273,961-13.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 16.26% | 26.18%-9.9pp | 20.47%-4.2pp | 41.45%-25.2pp |
| Employer contribution / active EE | $4,818 | $3,160+52.5% | $2,525+90.8% | $4,869-1.1% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $37 | $5,272-99.3% | $4,138-99.1% | $10,132-99.6% |