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 | $32,970 | $102,616-67.9% | $81,983-59.8% | $158,922-79.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.95% | 61.04%-43.1pp | 41.31%-23.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,080 | $3,240-66.7% | $2,498-56.8% | $4,761-77.3% |
| Participant deferral / active EE | $2,700 | $4,648-41.9% | $3,722-27.5% | $5,982-54.9% |
| Admin fee / account holder | $79 | $8,235-99.0% | $5,664-98.6% | $11,246-99.3% |