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 | $95,114 | $175,202-45.7% | $149,673-36.5% | $139,434-31.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 28.46% | 166.71%-138.2pp | 134.42%-106.0pp | 372.94%-344.5pp |
| Employer contribution / active EE | $2,699 | $5,474-50.7% | $4,818-44.0% | $4,751-43.2% |
| Participant deferral / active EE | $9,480 | $6,519+45.4% | $5,680+66.9% | $6,710+41.3% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |