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 | $49,104 | $159,602-69.2% | $150,045-67.3% | $142,382-65.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.59% | 70.24%-54.6pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,696 | $4,961-45.6% | $4,693-42.6% | $4,299-37.3% |
| Participant deferral / active EE | $8,354 | $8,310+0.5% | $7,997+4.5% | $6,507+28.4% |
| Admin fee / account holder | $258 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |