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 | $60,607 | $126,574-52.1% | $106,213-42.9% | $145,922-58.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.04% | 224.79%-208.7pp | 116.14%-100.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,172 | $3,730-15.0% | $3,1710% | $4,660-31.9% |
| Participant deferral / active EE | $4,261 | $5,724-25.5% | $5,016-15.0% | $6,688-36.3% |
| Admin fee / account holder | $171 | $17,304-99.0% | $11,033-98.4% | $13,397-98.7% |