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 | $74,013 | $106,584-30.6% | $101,326-27.0% | $142,382-48.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 73.57% | 36.93%+36.6pp | 36.82%+36.8pp | 217.08%-143.5pp |
| Employer contribution / active EE | $2,324 | $3,956-41.2% | $3,665-36.6% | $4,299-45.9% |
| Participant deferral / active EE | $9,928 | $8,297+19.7% | $7,994+24.2% | $6,507+52.6% |
| Admin fee / account holder | $227 | $11,446-98.0% | $11,185-98.0% | $12,624-98.2% |