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 | $100,970-26.7% | $96,576-23.4% | $137,256-46.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 73.57% | 38.16%+35.4pp | 38.47%+35.1pp | 220.34%-146.8pp |
| Employer contribution / active EE | $2,324 | $3,809-39.0% | $3,553-34.6% | $4,156-44.1% |
| Participant deferral / active EE | $9,928 | $8,286+19.8% | $7,956+24.8% | $6,407+55.0% |
| Admin fee / account holder | $227 | $11,312-98.0% | $11,381-98.0% | $12,270-98.2% |