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 | $106,062 | $142,405-25.5% | $115,157-7.9% | $152,861-30.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.41% | 41.48%-20.1pp | 35.60%-14.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $6,396 | $4,010+59.5% | $3,179+101.2% | $4,762+34.3% |
| Participant deferral / active EE | $4,671 | $5,164-9.5% | $4,168+12.1% | $5,850-20.2% |
| Admin fee / account holder | $1 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |