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 8-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 | $14,845 | $102,616-85.5% | $81,983-81.9% | $158,922-90.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 25.89% | 61.04%-35.2pp | 41.31%-15.4pp | 302.83%-276.9pp |
| Employer contribution / active EE | $1,686 | $3,240-48.0% | $2,498-32.5% | $4,761-64.6% |
| Participant deferral / active EE | $2,338 | $4,648-49.7% | $3,722-37.2% | $5,982-60.9% |
| Admin fee / account holder | $14 | $8,235-99.8% | $5,664-99.8% | $11,246-99.9% |