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 | $112,232 | $116,175-3.4% | $93,606+19.9% | $152,861-26.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.35% | 35.96%-12.6pp | 32.76%-9.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,542 | $3,218-21.0% | $2,718-6.5% | $4,762-46.6% |
| Participant deferral / active EE | $8,594 | $4,603+86.7% | $4,069+111.2% | $5,850+46.9% |
| Admin fee / account holder | $14 | $10,748-99.9% | $7,888-99.8% | $11,596-99.9% |