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 | $20,737 | $112,881-81.6% | $90,951-77.2% | $158,922-87.0% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 20.47% | 215.79%-195.3pp | 134.60%-114.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,084 | $2,893-28.0% | $2,122-1.8% | $4,761-56.2% |
| Participant deferral / active EE | $3,843 | $4,128-6.9% | $3,373+13.9% | $5,982-35.8% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |