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 | $17,989 | $93,071-80.7% | $74,583-75.9% | $273,961-93.4% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 12.13% | 26.18%-14.0pp | 20.47%-8.3pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,481 | $3,160-21.5% | $2,525-1.8% | $4,869-49.0% |
| Participant deferral / active EE | $5,387 | $4,160+29.5% | $3,458+55.8% | $5,287+1.9% |
| Admin fee / account holder | $18 | $5,272-99.7% | $4,138-99.6% | $10,132-99.8% |