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 | $14,667 | $64,839-77.4% | $95,585-84.7% | $84,808-82.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 41.37% | -670.96%+712.3pp | 38.56%+2.8pp | 40.90%+0.5pp |
| Employer contribution / active EE | $2,025 | $1,759+15.2% | $2,527-19.8% | $2,631-23.0% |
| Participant deferral / active EE | $3,279 | $2,965+10.6% | $4,023-18.5% | $4,212-22.1% |
| Admin fee / account holder | $221 | $5,964-96.3% | $6,127-96.4% | $7,344-97.0% |