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 | $14,575 | $105,931-86.2% | $81,930-82.2% | $158,922-90.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 85.40% | 38.17%+47.2pp | 29.49%+55.9pp | 302.83%-217.4pp |
| Employer contribution / active EE | $3,902 | $7,800-50.0% | $4,310-9.5% | $4,761-18.1% |
| Participant deferral / active EE | $6,952 | $13,003-46.5% | $7,107-2.2% | $5,982+16.2% |
| Admin fee / account holder | $75 | $8,489-99.1% | $5,158-98.5% | $11,246-99.3% |