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 | $79,894 | $185,822-57.0% | $169,993-53.0% | $139,434-42.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.79% | 60.50%-40.7pp | 53.37%-33.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $11,053 | $7,590+45.6% | $6,785+62.9% | $4,751+132.7% |
| Participant deferral / active EE | $11,421 | $11,622-1.7% | $10,408+9.7% | $6,710+70.2% |
| Admin fee / account holder | $292 | $15,381-98.1% | $12,815-97.7% | $11,403-97.4% |