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 | $97,125-92.5% | $86,233-91.6% | $137,256-94.7% |
| Participation rate | 86.7% | 74.2%+12.5pp | 69.0%+17.6pp | 80.0%+6.7pp |
| Annual return | 21.83% | 74.19%-52.4pp | 61.39%-39.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,329 | $5,180-55.0% | $4,559-48.9% | $6,407-63.7% |
| Admin fee / account holder | $284 | $9,725-97.1% | $8,342-96.6% | $12,270-97.7% |