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 | $27,165 | $177,572-84.7% | $154,803-82.5% | $142,382-80.9% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.1%+12.4pp | 80.1%+10.4pp |
| Annual return | 20.43% | 65.07%-44.6pp | 58.88%-38.5pp | 217.08%-196.6pp |
| Employer contribution / active EE | $915 | $4,810-81.0% | $4,305-78.8% | $4,299-78.7% |
| Participant deferral / active EE | $2,388 | $6,272-61.9% | $5,540-56.9% | $6,507-63.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |