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 9-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 | $41,091 | $117,381-65.0% | $99,443-58.7% | $152,861-73.1% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.4%+3.3pp |
| Annual return | 23.43% | 31.87%-8.4pp | 30.72%-7.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,792 | $3,013-40.5% | $2,540-29.5% | $4,762-62.4% |
| Participant deferral / active EE | $2,986 | $4,086-26.9% | $3,619-17.5% | $5,850-49.0% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |