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 | $16,254 | $101,618-84.0% | $93,063-82.5% | $137,256-88.2% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 21.78% | 223.95%-202.2pp | 34.15%-12.4pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,834 | $2,707+4.7% | $2,476+14.5% | $4,156-31.8% |
| Participant deferral / active EE | $5,587 | $4,279+30.6% | $3,958+41.2% | $6,407-12.8% |
| Admin fee / account holder | $118 | $6,198-98.1% | $6,033-98.0% | $12,270-99.0% |