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 | $63,819 | $127,065-49.8% | $113,168-43.6% | $142,382-55.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.80% | 24.03%-7.2pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,213 | $3,442+22.4% | $2,975+41.6% | $4,299-2.0% |
| Participant deferral / active EE | $10,694 | $5,716+87.1% | $5,107+109.4% | $6,507+64.3% |
| Admin fee / account holder | $250 | $15,736-98.4% | $12,068-97.9% | $12,624-98.0% |