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 | $15,050 | $106,515-85.9% | $96,683-84.4% | $139,434-89.2% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 16.86% | 38.43%-21.6pp | 35.69%-18.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $957 | $4,103-76.7% | $3,737-74.4% | $4,751-79.8% |
| Participant deferral / active EE | $2,735 | $5,454-49.9% | $4,878-43.9% | $6,710-59.2% |
| Admin fee / account holder | $53 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |