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 | $11,300 | $99,877-88.7% | $84,966-86.7% | $145,922-92.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.27% | 83.76%-71.5pp | 66.38%-54.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,960 | $3,231-39.3% | $2,727-28.1% | $4,660-57.9% |
| Participant deferral / active EE | $4,465 | $5,291-15.6% | $4,519-1.2% | $6,688-33.2% |
| Admin fee / account holder | $116 | $7,248-98.4% | $6,149-98.1% | $13,397-99.1% |