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 | $62,972 | $185,822-66.1% | $169,993-63.0% | $139,434-54.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.27% | 60.50%-42.2pp | 53.37%-35.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $3,916 | $7,590-48.4% | $6,785-42.3% | $4,751-17.6% |
| Participant deferral / active EE | $9,882 | $11,622-15.0% | $10,408-5.1% | $6,710+47.3% |
| Admin fee / account holder | $15 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |