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 | $19,370 | $106,515-81.8% | $96,683-80.0% | $139,434-86.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.79% | 38.43%-9.6pp | 35.69%-6.9pp | 372.94%-344.2pp |
| Employer contribution / active EE | $2,073 | $4,103-49.5% | $3,737-44.5% | $4,751-56.4% |
| Participant deferral / active EE | $5,641 | $5,454+3.4% | $4,878+15.6% | $6,710-15.9% |
| Admin fee / account holder | $13 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |