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 | $94,338-89.2% | $100,534-89.9% | $142,382-92.9% |
| Participation rate | 88.9% | 81.7%+7.2pp | 80.6%+8.3pp | 80.1%+8.8pp |
| Annual return | 20.23% | 29.20%-9.0pp | 32.66%-12.4pp | 217.08%-196.8pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,927 | $5,934-33.8% | $6,144-36.1% | $6,507-39.7% |
| Admin fee / account holder | $89 | $8,421-98.9% | $7,654-98.8% | $12,624-99.3% |