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 | $82,818 | $172,111-51.9% | $150,298-44.9% | $137,256-39.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.55% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $7,072 | $4,636+52.5% | $4,154+70.2% | $4,156+70.2% |
| Participant deferral / active EE | $7,633 | $6,166+23.8% | $5,453+40.0% | $6,407+19.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |