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 | $92,597 | $118,450-21.8% | $98,439-5.9% | $139,434-33.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.62% | 18.94%+4.7pp | 21.16%+2.5pp | 372.94%-349.3pp |
| Employer contribution / active EE | $7,988 | $3,609+121.3% | $3,048+162.1% | $4,751+68.1% |
| Participant deferral / active EE | $17,100 | $5,392+217.1% | $4,738+260.9% | $6,710+154.8% |
| Admin fee / account holder | $20 | $14,026-99.9% | $8,948-99.8% | $11,403-99.8% |