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 | $44,327 | $209,411-78.8% | $178,490-75.2% | $158,922-72.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.30% | 188.75%-158.5pp | 151.07%-120.8pp | 302.83%-272.5pp |
| Employer contribution / active EE | $4,565 | $5,706-20.0% | $5,011-8.9% | $4,761-4.1% |
| Participant deferral / active EE | $7,007 | $5,954+17.7% | $5,202+34.7% | $5,982+17.1% |
| Admin fee / account holder | $59 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |