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 | $54,378 | $124,281-56.2% | $109,143-50.2% | $167,490-67.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.50% | 26.04%-5.5pp | 25.75%-5.2pp | 478.56%-458.1pp |
| Employer contribution / active EE | $9,686 | $4,207+130.2% | $3,722+160.2% | $4,837+100.2% |
| Participant deferral / active EE | $8,505 | $5,255+61.8% | $4,653+82.8% | $6,341+34.1% |
| Admin fee / account holder | $18 | $7,970-99.8% | $6,752-99.7% | $12,309-99.9% |