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 | $27,431 | $29,660-7.5% | $56,411-51.4% | $80,856-66.1% |
| Participation rate | 78.9% | 41.6%+37.3pp | 52.5%+26.5pp | 67.6%+11.3pp |
| Annual return | 10.82% | 35.23%-24.4pp | 1701.33%-1690.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,640 | $669+294.5% | $1,039+154.2% | $2,755-4.2% |
| Participant deferral / active EE | $1,336 | $1,226+9.0% | $1,952-31.5% | $4,296-68.9% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |