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 | $25,365 | $109,982-76.9% | $97,226-73.9% | $145,922-82.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.18% | 242.90%-228.7pp | 75.13%-60.9pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,304 | $3,084-25.3% | $2,729-15.6% | $4,660-50.5% |
| Participant deferral / active EE | $3,384 | $4,676-27.6% | $4,264-20.6% | $6,688-49.4% |
| Admin fee / account holder | $16 | $6,221-99.7% | $5,654-99.7% | $13,397-99.9% |