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 | $42,300 | $165,335-74.4% | $149,696-71.7% | $158,922-73.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.46% | 348.15%-329.7pp | 276.60%-258.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $28,973 | $5,103+467.8% | $4,644+523.8% | $4,761+508.5% |
| Participant deferral / active EE | $11,611 | $7,181+61.7% | $6,842+69.7% | $5,982+94.1% |
| Admin fee / account holder | $80 | $10,807-99.3% | $9,309-99.1% | $11,246-99.3% |