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 8-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 | $51,507 | $154,228-66.6% | $145,433-64.6% | $137,256-62.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.53% | 74.59%-60.1pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,990 | $4,804-37.8% | $4,554-34.3% | $4,156-28.1% |
| Participant deferral / active EE | $7,746 | $8,216-5.7% | $7,897-1.9% | $6,407+20.9% |
| Admin fee / account holder | $277 | $14,344-98.1% | $13,129-97.9% | $12,270-97.7% |