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 | $30,272 | $106,515-71.6% | $96,683-68.7% | $139,434-78.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.78% | 38.43%-23.6pp | 35.69%-20.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $6,457 | $4,103+57.4% | $3,737+72.8% | $4,751+35.9% |
| Participant deferral / active EE | $3,306 | $5,454-39.4% | $4,878-32.2% | $6,710-50.7% |
| Admin fee / account holder | $127 | $7,877-98.4% | $6,730-98.1% | $11,403-98.9% |