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 | $46,226 | $98,240-52.9% | $82,313-43.8% | $147,584-68.7% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 22.00% | 30.85%-8.9pp | 25.88%-3.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $2,389 | $3,192-25.1% | $2,428-1.6% | $4,876-51.0% |
| Participant deferral / active EE | $3,622 | $4,383-17.4% | $3,706-2.3% | $5,439-33.4% |
| Admin fee / account holder | $28 | $8,563-99.7% | $5,608-99.5% | $10,885-99.7% |