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 | $18,971 | $52,279-63.7% | $89,391-78.8% | $79,858-76.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 26.43% | 22.16%+4.3pp | 245.62%-219.2pp | 31.71%-5.3pp |
| Employer contribution / active EE | $5,399 | $1,572+243.5% | $2,586+108.8% | $2,471+118.5% |
| Participant deferral / active EE | $4,745 | $2,740+73.2% | $3,890+22.0% | $3,740+26.9% |
| Admin fee / account holder | $37 | $3,356-98.9% | $4,881-99.2% | $5,306-99.3% |