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 | $15,171 | $117,983-87.1% | $101,794-85.1% | $142,382-89.3% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.2%+25.3pp | 80.1%+14.3pp |
| Annual return | 18.35% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,048 | $2,773-62.2% | $2,289-54.2% | $4,299-75.6% |
| Participant deferral / active EE | $3,004 | $4,714-36.3% | $4,084-26.5% | $6,507-53.8% |
| Admin fee / account holder | $72 | $10,433-99.3% | $8,777-99.2% | $12,624-99.4% |