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 | $57,465 | $214,378-73.2% | $200,582-71.4% | $142,382-59.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.72% | 46.41%-24.7pp | 42.33%-20.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $4,556 | $6,841-33.4% | $6,419-29.0% | $4,299+6.0% |
| Participant deferral / active EE | $8,499 | $9,865-13.8% | $9,331-8.9% | $6,507+30.6% |
| Admin fee / account holder | $272 | $17,692-98.5% | $16,305-98.3% | $12,624-97.8% |