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 | $15,930 | $54,705-70.9% | $71,209-77.6% | $84,808-81.2% |
| Participation rate | 79.3% | 64.1%+15.2pp | 73.8%+5.6pp | 68.3%+11.0pp |
| Annual return | 19.78% | 35.90%-16.1pp | 282.51%-262.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,296 | $3,030-24.2% | $4,175-45.0% | $4,212-45.5% |
| Admin fee / account holder | $40 | $4,863-99.2% | $5,349-99.3% | $7,344-99.5% |