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 | $8,207 | $58,208-85.9% | $81,812-90.0% | $80,856-89.8% |
| Participation rate | 97.6% | 63.4%+34.1pp | 72.3%+25.2pp | 67.6%+29.9pp |
| Annual return | 14.27% | 41.66%-27.4pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $711 | $2,340-69.6% | $2,912-75.6% | $2,755-74.2% |
| Participant deferral / active EE | $2,821 | $3,281-14.0% | $4,319-34.7% | $4,296-34.3% |
| Admin fee / account holder | $34 | $4,981-99.3% | $7,386-99.5% | $6,918-99.5% |