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 | $44,628 | $159,602-72.0% | $150,045-70.3% | $142,382-68.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.60% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,727 | $4,961-65.2% | $4,693-63.2% | $4,299-59.8% |
| Participant deferral / active EE | $6,193 | $8,310-25.5% | $7,997-22.6% | $6,507-4.8% |
| Admin fee / account holder | $204 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |