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 | $10,149 | $92,798-89.1% | $96,707-89.5% | $137,256-92.6% |
| Participation rate | 88.9% | 81.6%+7.2pp | 80.4%+8.5pp | 80.0%+8.9pp |
| Annual return | 20.23% | 31.24%-11.0pp | 34.78%-14.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,927 | $5,877-33.2% | $5,997-34.5% | $6,407-38.7% |
| Admin fee / account holder | $89 | $7,946-98.9% | $7,503-98.8% | $12,270-99.3% |