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 | $11,970 | $88,751-86.5% | $81,812-85.4% | $145,922-91.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.04% | 1025.40%-1008.4pp | 773.79%-756.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,459 | $3,083-52.7% | $2,912-49.9% | $4,660-68.7% |
| Participant deferral / active EE | $2,399 | $4,643-48.3% | $4,319-44.4% | $6,688-64.1% |
| Admin fee / account holder | $43 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |