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 | $111,332 | $77,314+44.0% | $177,989-37.4% | $80,856+37.7% |
| Participation rate | 95.0% | 65.7%+29.3pp | 77.1%+17.9pp | 67.6%+27.4pp |
| Annual return | 15.79% | 18.09%-2.3pp | 294.48%-278.7pp | 35.59%-19.8pp |
| Employer contribution / active EE | $4,672 | $2,292+103.8% | $3,949+18.3% | $2,755+69.6% |
| Participant deferral / active EE | $9,303 | $4,411+110.9% | $6,276+48.2% | $4,296+116.6% |
| Admin fee / account holder | $159 | $7,191-97.8% | $10,363-98.5% | $6,918-97.7% |