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 | $61,197 | $209,336-70.8% | $197,124-69.0% | $137,256-55.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.75% | 48.09%-31.3pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,592 | $6,591-45.5% | $6,227-42.3% | $4,156-13.6% |
| Participant deferral / active EE | $5,339 | $9,614-44.5% | $9,135-41.6% | $6,407-16.7% |
| Admin fee / account holder | $38 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |