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 | $20,425 | $53,822-62.1% | $75,696-73.0% | $85,850-76.2% |
| Participation rate | 79.7% | 69.1%+10.7pp | 74.8%+4.9pp | 69.3%+10.4pp |
| Annual return | 28.75% | 24.54%+4.2pp | 104.53%-75.8pp | 318.53%-289.8pp |
| Employer contribution / active EE | $775 | $2,017-61.6% | $2,743-71.7% | $2,565-69.8% |
| Participant deferral / active EE | $1,553 | $2,895-46.4% | $3,821-59.4% | $3,952-60.7% |
| Admin fee / account holder | $255 | $3,343-92.4% | $3,619-93.0% | $6,260-95.9% |