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 | $15,435 | $114,381-86.5% | $107,525-85.6% | $142,382-89.2% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 20.50% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,962 | $4,015-51.1% | $3,754-47.7% | $4,299-54.4% |
| Participant deferral / active EE | $4,757 | $5,564-14.5% | $5,116-7.0% | $6,507-26.9% |
| Admin fee / account holder | $243 | $9,860-97.5% | $8,919-97.3% | $12,624-98.1% |