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 | $36,880 | $209,411-82.4% | $178,490-79.3% | $158,922-76.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.50% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $6,620 | $5,706+16.0% | $5,011+32.1% | $4,761+39.0% |
| Participant deferral / active EE | $5,838 | $5,954-2.0% | $5,202+12.2% | $5,982-2.4% |
| Admin fee / account holder | $233 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |