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 | $42,089 | $117,983-64.3% | $101,794-58.7% | $142,382-70.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.74% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,209 | $2,773-20.3% | $2,289-3.5% | $4,299-48.6% |
| Participant deferral / active EE | $9,283 | $4,714+96.9% | $4,084+127.3% | $6,507+42.7% |
| Admin fee / account holder | $41 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |