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 | $59,164 | $209,336-71.7% | $197,124-70.0% | $137,256-56.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.01% | 48.09%-24.1pp | 44.34%-20.3pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,217 | $6,591-66.4% | $6,227-64.4% | $4,156-46.7% |
| Participant deferral / active EE | $4,564 | $9,614-52.5% | $9,135-50.0% | $6,407-28.8% |
| Admin fee / account holder | $18 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |