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 | $42,943 | $167,484-74.4% | $151,611-71.7% | $134,475-68.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.76% | 7.80%-7.0pp | 3.33%-2.6pp | 417.96%-417.2pp |
| Employer contribution / active EE | $2,271 | $6,829-66.7% | $6,166-63.2% | $4,740-52.1% |
| Participant deferral / active EE | $7,881 | $8,986-12.3% | $8,363-5.8% | $6,400+23.1% |
| Admin fee / account holder | $40 | $13,783-99.7% | $11,616-99.7% | $11,426-99.6% |