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 | $63,988 | $228,332-72.0% | $185,823-65.6% | $158,922-59.7% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 7.85% | 40.80%-33.0pp | 35.95%-28.1pp | 302.83%-295.0pp |
| Employer contribution / active EE | $17,796 | $4,967+258.3% | $4,087+335.4% | $4,761+273.8% |
| Participant deferral / active EE | $9,485 | $6,415+47.9% | $5,632+68.4% | $5,982+58.6% |
| Admin fee / account holder | $154 | $11,864-98.7% | $9,500-98.4% | $11,246-98.6% |