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 | $19,940 | $74,888-73.4% | $71,209-72.0% | $142,382-86.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.97% | 345.14%-319.2pp | 282.51%-256.5pp | 217.08%-191.1pp |
| Employer contribution / active EE | $3,360 | $2,854+17.7% | $2,721+23.5% | $4,299-21.8% |
| Participant deferral / active EE | $6,015 | $4,454+35.0% | $4,175+44.1% | $6,507-7.6% |
| Admin fee / account holder | $19 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |