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 | $104,974-84.5% | $95,585-83.0% | $142,382-88.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 21.78% | 210.33%-188.5pp | 38.56%-16.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,834 | $2,779+2.0% | $2,527+12.2% | $4,299-34.1% |
| Participant deferral / active EE | $5,587 | $4,352+28.4% | $4,023+38.9% | $6,507-14.1% |
| Admin fee / account holder | $118 | $6,386-98.1% | $6,127-98.1% | $12,624-99.1% |