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 | $26,845 | $165,335-83.8% | $149,696-82.1% | $158,922-83.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.47% | 348.15%-327.7pp | 276.60%-256.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,048 | $5,103-59.9% | $4,644-55.9% | $4,761-57.0% |
| Participant deferral / active EE | $8,895 | $7,181+23.9% | $6,842+30.0% | $5,982+48.7% |
| Admin fee / account holder | $171 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |