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 | $21,325 | $111,754-80.9% | $103,333-79.4% | $145,922-85.4% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 12.26% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,414 | $4,212-66.4% | $3,868-63.4% | $4,660-69.7% |
| Participant deferral / active EE | $3,631 | $5,619-35.4% | $5,057-28.2% | $6,688-45.7% |
| Admin fee / account holder | $77 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |