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 | $9,791 | $110,261-91.1% | $95,745-89.8% | $139,434-93.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.72% | 27.11%-5.4pp | 28.35%-6.6pp | 372.94%-351.2pp |
| Employer contribution / active EE | $805 | $3,257-75.3% | $2,835-71.6% | $4,751-83.1% |
| Participant deferral / active EE | $2,076 | $4,676-55.6% | $4,245-51.1% | $6,710-69.1% |
| Admin fee / account holder | $32 | $6,613-99.5% | $5,678-99.4% | $11,403-99.7% |