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 | $75,566 | $106,515-29.1% | $96,683-21.8% | $139,434-45.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.26% | 38.43%-21.2pp | 35.69%-18.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $11,787 | $4,103+187.3% | $3,737+215.4% | $4,751+148.1% |
| Participant deferral / active EE | $9,466 | $5,454+73.6% | $4,878+94.0% | $6,710+41.1% |
| Admin fee / account holder | $89 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |