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 | $21,889 | $107,334-79.6% | $92,893-76.4% | $152,861-85.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 17.36% | 145.58%-128.2pp | 109.41%-92.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $6,156 | $4,221+45.8% | $3,653+68.5% | $4,762+29.3% |
| Participant deferral / active EE | $2,358 | $4,845-51.3% | $4,236-44.3% | $5,850-59.7% |
| Admin fee / account holder | $15 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |