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 | $58,429 | $165,335-64.7% | $149,696-61.0% | $158,922-63.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 24.13% | 348.15%-324.0pp | 276.60%-252.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $6,157 | $5,103+20.7% | $4,644+32.6% | $4,761+29.3% |
| Participant deferral / active EE | $10,307 | $7,181+43.5% | $6,842+50.6% | $5,982+72.3% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |