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 | $64,884 | $154,228-57.9% | $145,433-55.4% | $137,256-52.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.02% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $4,370 | $4,804-9.0% | $4,554-4.1% | $4,156+5.1% |
| Participant deferral / active EE | $10,696 | $8,216+30.2% | $7,897+35.4% | $6,407+66.9% |
| Admin fee / account holder | $273 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |