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 | $94,513 | $185,822-49.1% | $169,993-44.4% | $139,434-32.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.26% | 60.50%-27.2pp | 53.37%-20.1pp | 372.94%-339.7pp |
| Employer contribution / active EE | $1,763 | $7,590-76.8% | $6,785-74.0% | $4,751-62.9% |
| Participant deferral / active EE | $5,203 | $11,622-55.2% | $10,408-50.0% | $6,710-22.5% |
| Admin fee / account holder | $163 | $15,381-98.9% | $12,815-98.7% | $11,403-98.6% |