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 | $24,865 | $105,931-76.5% | $81,930-69.7% | $158,922-84.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 28.35% | 38.17%-9.8pp | 29.49%-1.1pp | 302.83%-274.5pp |
| Employer contribution / active EE | $6,856 | $7,800-12.1% | $4,310+59.1% | $4,761+44.0% |
| Participant deferral / active EE | $22,317 | $13,003+71.6% | $7,107+214.0% | $5,982+273.1% |
| Admin fee / account holder | $97 | $8,489-98.9% | $5,158-98.1% | $11,246-99.1% |