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 | $99,762 | $114,381-12.8% | $107,525-7.2% | $142,382-29.9% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 17.90% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,048 | $4,015-49.0% | $3,754-45.4% | $4,299-52.4% |
| Participant deferral / active EE | $8,234 | $5,564+48.0% | $5,116+60.9% | $6,507+26.5% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |