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 | $18,689 | $118,849-84.3% | $96,562-80.6% | $167,490-88.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.30% | 50.49%-27.2pp | 37.78%-14.5pp | 478.56%-455.3pp |
| Employer contribution / active EE | $2,412 | $3,120-22.7% | $2,356+2.4% | $4,837-50.1% |
| Participant deferral / active EE | $9,789 | $4,616+112.1% | $3,849+154.3% | $6,341+54.4% |
| Admin fee / account holder | $58 | $8,065-99.3% | $6,181-99.1% | $12,309-99.5% |