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 | $25,098 | $165,335-84.8% | $149,696-83.2% | $158,922-84.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.82% | 348.15%-307.3pp | 276.60%-235.8pp | 302.83%-262.0pp |
| Employer contribution / active EE | $3,681 | $5,103-27.9% | $4,644-20.7% | $4,761-22.7% |
| Participant deferral / active EE | $8,944 | $7,181+24.6% | $6,842+30.7% | $5,982+49.5% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |