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 | $16,240 | $107,452-84.9% | $91,541-82.3% | $142,382-88.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.75% | 22.06%-0.3pp | 20.50%+1.2pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,336 | $2,994-55.4% | $2,505-46.7% | $4,299-68.9% |
| Participant deferral / active EE | $1,850 | $4,754-61.1% | $4,008-53.8% | $6,507-71.6% |
| Admin fee / account holder | $61 | $8,834-99.3% | $6,956-99.1% | $12,624-99.5% |