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 | $77,831 | $111,535-30.2% | $105,223-26.0% | $137,256-43.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.32% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $867 | $3,939-78.0% | $3,689-76.5% | $4,156-79.1% |
| Participant deferral / active EE | $6,667 | $5,500+21.2% | $5,072+31.4% | $6,407+4.1% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |