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 | $26,975 | $99,020-72.8% | $86,590-68.8% | $147,584-81.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.73% | 1312.34%-1298.6pp | 964.84%-951.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,344 | $3,132-57.1% | $2,839-52.7% | $4,876-72.4% |
| Participant deferral / active EE | $6,572 | $3,972+65.4% | $3,609+82.1% | $5,439+20.8% |
| Admin fee / account holder | $89 | $5,710-98.4% | $4,906-98.2% | $10,885-99.2% |