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 | $84,885 | $179,726-52.8% | $156,263-45.7% | $142,382-40.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.15% | 77.86%-57.7pp | 59.47%-39.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $10,911 | $5,069+115.2% | $4,333+151.8% | $4,299+153.8% |
| Participant deferral / active EE | $5,964 | $6,956-14.3% | $6,158-3.1% | $6,507-8.3% |
| Admin fee / account holder | $276 | $17,272-98.4% | $14,255-98.1% | $12,624-97.8% |