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 | $61,565 | $176,056-65.0% | $159,436-61.4% | $167,490-63.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.13% | 331.75%-313.6pp | 263.57%-245.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $6,973 | $5,297+31.6% | $4,829+44.4% | $4,837+44.1% |
| Participant deferral / active EE | $19,716 | $7,750+154.4% | $7,352+168.2% | $6,341+210.9% |
| Admin fee / account holder | $220 | $12,554-98.2% | $10,799-98.0% | $12,309-98.2% |