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 | $7,281 | $100,773-92.8% | $88,946-91.8% | $142,382-94.9% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.8%+17.8pp | 80.1%+6.5pp |
| Annual return | 21.83% | 70.18%-48.3pp | 57.82%-36.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,329 | $5,230-55.5% | $4,581-49.2% | $6,507-64.2% |
| Admin fee / account holder | $284 | $9,693-97.1% | $8,261-96.6% | $12,624-97.7% |