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 | $14,603 | $77,419-81.1% | $69,455-79.0% | $152,861-90.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 59.72% | 39.06%+20.7pp | 28.97%+30.7pp | 345.32%-285.6pp |
| Employer contribution / active EE | $2,447 | $3,315-26.2% | $2,779-12.0% | $4,762-48.6% |
| Participant deferral / active EE | $5,613 | $4,414+27.2% | $3,535+58.8% | $5,850-4.1% |
| Admin fee / account holder | $70 | $6,207-98.9% | $3,839-98.2% | $11,596-99.4% |