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 | $38,540 | $100,773-61.8% | $88,946-56.7% | $142,382-72.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.19% | 70.18%-52.0pp | 57.82%-39.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,223 | $2,918-23.8% | $2,555-13.0% | $4,299-48.3% |
| Participant deferral / active EE | $2,860 | $5,230-45.3% | $4,581-37.6% | $6,507-56.0% |
| Admin fee / account holder | $145 | $9,693-98.5% | $8,261-98.2% | $12,624-98.9% |