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 | $22,055 | $115,882-81.0% | $100,516-78.1% | $158,922-86.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.73% | 34.79%-19.1pp | 30.89%-15.2pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,443 | $4,103-64.8% | $3,418-57.8% | $4,761-69.7% |
| Participant deferral / active EE | $3,276 | $6,674-50.9% | $6,270-47.8% | $5,982-45.2% |
| Admin fee / account holder | $86 | $10,995-99.2% | $8,081-98.9% | $11,246-99.2% |