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 | $6,144 | $54,705-88.8% | $71,209-91.4% | $84,808-92.8% |
| Participation rate | 77.3% | 64.1%+13.2pp | 73.8%+3.5pp | 68.3%+9.0pp |
| Annual return | 14.57% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $555 | $2,158-74.3% | $2,721-79.6% | $2,631-78.9% |
| Participant deferral / active EE | $1,232 | $3,030-59.4% | $4,175-70.5% | $4,212-70.8% |
| Admin fee / account holder | $191 | $4,863-96.1% | $5,349-96.4% | $7,344-97.4% |