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 | $27,263 | $117,983-76.9% | $101,794-73.2% | $142,382-80.9% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 20.73% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $909 | $2,773-67.2% | $2,289-60.3% | $4,299-78.9% |
| Participant deferral / active EE | $4,155 | $4,714-11.9% | $4,084+1.7% | $6,507-36.2% |
| Admin fee / account holder | $89 | $10,433-99.1% | $8,777-99.0% | $12,624-99.3% |