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 | $23,668 | $124,281-81.0% | $109,143-78.3% | $167,490-85.9% |
| Participation rate | 86.7% | 79.4%+7.2pp | 75.9%+10.8pp | 82.1%+4.6pp |
| Annual return | 13.52% | 26.04%-12.5pp | 25.75%-12.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,400 | $4,207-43.0% | $3,722-35.5% | $4,837-50.4% |
| Participant deferral / active EE | $4,062 | $5,255-22.7% | $4,653-12.7% | $6,341-35.9% |
| Admin fee / account holder | $53 | $7,970-99.3% | $6,752-99.2% | $12,309-99.6% |