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 | $17,691 | $74,888-76.4% | $71,209-75.2% | $142,382-87.6% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.1%+8.1pp |
| Annual return | 17.80% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,477 | $2,854-48.3% | $2,721-45.7% | $4,299-65.6% |
| Participant deferral / active EE | $2,413 | $4,454-45.8% | $4,175-42.2% | $6,507-62.9% |
| Admin fee / account holder | $283 | $5,568-94.9% | $5,349-94.7% | $12,624-97.8% |