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 | $53,047 | $154,228-65.6% | $145,433-63.5% | $137,256-61.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.79% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,540 | $4,804-26.3% | $4,554-22.3% | $4,156-14.8% |
| Participant deferral / active EE | $8,858 | $8,216+7.8% | $7,897+12.2% | $6,407+38.3% |
| Admin fee / account holder | $261 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |