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 | $36,086 | $127,777-71.8% | $106,548-66.1% | $167,490-78.5% |
| Participation rate | 95.2% | 78.3%+17.0pp | 76.1%+19.1pp | 82.1%+13.1pp |
| Annual return | 19.33% | 33.87%-14.5pp | 26.80%-7.5pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,238 | $3,427-63.9% | $2,819-56.1% | $4,837-74.4% |
| Participant deferral / active EE | $2,343 | $5,087-53.9% | $4,398-46.7% | $6,341-63.0% |
| Admin fee / account holder | $112 | $11,228-99.0% | $7,407-98.5% | $12,309-99.1% |