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 | $16,629 | $57,590-71.1% | $86,233-80.7% | $82,448-79.8% |
| Participation rate | 97.1% | 57.9%+39.2pp | 69.0%+28.1pp | 68.1%+29.0pp |
| Annual return | 49.66% | 22.41%+27.2pp | 61.39%-11.7pp | 41.64%+8.0pp |
| Employer contribution / active EE | $2,437 | $1,655+47.2% | $2,504-2.7% | $2,551-4.5% |
| Participant deferral / active EE | $3,011 | $3,080-2.2% | $4,559-34.0% | $4,139-27.3% |
| Admin fee / account holder | $99 | $4,730-97.9% | $8,342-98.8% | $7,234-98.6% |