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 | $22,196 | $115,770-80.8% | $101,248-78.1% | $158,922-86.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 21.42% | 56.14%-34.7pp | 46.47%-25.0pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,912 | $4,175-54.2% | $3,660-47.8% | $4,761-59.8% |
| Participant deferral / active EE | $7,058 | $4,957+42.4% | $4,370+61.5% | $5,982+18.0% |
| Admin fee / account holder | $81 | $7,245-98.9% | $5,945-98.6% | $11,246-99.3% |