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 | $43,578 | $149,734-70.9% | $118,925-63.4% | $158,922-72.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 41.66% | 19.95%+21.7pp | 35.88%+5.8pp | 302.83%-261.2pp |
| Employer contribution / active EE | $2,359 | $4,115-42.7% | $3,263-27.7% | $4,761-50.5% |
| Participant deferral / active EE | $7,711 | $5,223+47.6% | $4,265+80.8% | $5,982+28.9% |
| Admin fee / account holder | $9 | $8,603-99.9% | $6,581-99.9% | $11,246-99.9% |