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 | $43,242 | $117,983-63.3% | $101,794-57.5% | $142,382-69.6% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.2%+17.5pp | 80.1%+6.5pp |
| Annual return | 13.58% | 36.92%-23.3pp | 30.53%-16.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,940 | $2,773-30.0% | $2,289-15.2% | $4,299-54.9% |
| Participant deferral / active EE | $2,600 | $4,714-44.8% | $4,084-36.3% | $6,507-60.0% |
| Admin fee / account holder | $240 | $10,433-97.7% | $8,777-97.3% | $12,624-98.1% |