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 | $24,092 | $115,770-79.2% | $101,248-76.2% | $158,922-84.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.72% | 56.14%-38.4pp | 46.47%-28.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,774 | $4,175-57.5% | $3,660-51.5% | $4,761-62.7% |
| Participant deferral / active EE | $3,814 | $4,957-23.1% | $4,370-12.7% | $5,982-36.2% |
| Admin fee / account holder | $285 | $7,245-96.1% | $5,945-95.2% | $11,246-97.5% |