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 | $61,173 | $81,632-25.1% | $70,449-13.2% | $158,922-61.5% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+9.0pp |
| Annual return | 17.33% | 208.40%-191.1pp | 109.03%-91.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,424 | $3,217-55.7% | $2,737-48.0% | $4,761-70.1% |
| Participant deferral / active EE | $2,361 | $4,554-48.2% | $3,709-36.3% | $5,982-60.5% |
| Admin fee / account holder | $44 | $6,193-99.3% | $3,845-98.9% | $11,246-99.6% |