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 | $72,181 | $121,625-40.7% | $104,607-31.0% | $158,922-54.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.27% | 465.26%-448.0pp | 340.46%-323.2pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,599 | $3,163-49.4% | $2,681-40.3% | $4,761-66.4% |
| Participant deferral / active EE | $9,847 | $4,177+135.7% | $3,740+163.3% | $5,982+64.6% |
| Admin fee / account holder | $281 | $7,787-96.4% | $6,473-95.7% | $11,246-97.5% |