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 8-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 | $7,515 | $74,888-90.0% | $71,209-89.4% | $142,382-94.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 15.13% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $473 | $2,854-83.4% | $2,721-82.6% | $4,299-89.0% |
| Participant deferral / active EE | $2,000 | $4,454-55.1% | $4,175-52.1% | $6,507-69.3% |
| Admin fee / account holder | $272 | $5,568-95.1% | $5,349-94.9% | $12,624-97.8% |