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 | $50,608 | $116,175-56.4% | $93,606-45.9% | $152,861-66.9% |
| Participation rate | 86.4% | 78.0%+8.3pp | 75.8%+10.5pp | 82.4%+3.9pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,187 | $3,218-63.1% | $2,718-56.3% | $4,762-75.1% |
| Participant deferral / active EE | $2,875 | $4,603-37.6% | $4,069-29.3% | $5,850-50.9% |
| Admin fee / account holder | $10 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |