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 | $161,658 | $102,245+58.1% | $89,340+80.9% | $137,256+17.8% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 17.97% | 21.89%-3.9pp | 20.57%-2.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,001 | $2,529-20.9% | $2,231-10.3% | $4,156-51.9% |
| Participant deferral / active EE | $7,208 | $4,436+62.5% | $3,823+88.6% | $6,407+12.5% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |