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 | $10,776 | $88,751-87.9% | $81,812-86.8% | $145,922-92.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 11.95% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,633 | $4,643-64.8% | $4,319-62.2% | $6,688-75.6% |
| Admin fee / account holder | $70 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |