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 | $51,318 | $175,202-70.7% | $149,673-65.7% | $139,434-63.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.69% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,596 | $5,474-34.3% | $4,818-25.4% | $4,751-24.3% |
| Participant deferral / active EE | $9,383 | $6,519+43.9% | $5,680+65.2% | $6,710+39.8% |
| Admin fee / account holder | $93 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |