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 | $14,305 | $102,966-86.1% | $90,281-84.2% | $152,861-90.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.85% | 95.16%-70.3pp | 78.10%-53.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,273 | $3,139-27.6% | $2,854-20.4% | $4,762-52.3% |
| Participant deferral / active EE | $3,738 | $4,281-12.7% | $3,885-3.8% | $5,850-36.1% |
| Admin fee / account holder | $51 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |