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 | $74,092 | $72,071+2.8% | $68,368+8.4% | $137,256-46.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 23.59% | 353.14%-329.6pp | 292.57%-269.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,321 | $2,788-52.6% | $2,649-50.1% | $4,156-68.2% |
| Participant deferral / active EE | $8,485 | $4,410+92.4% | $4,123+105.8% | $6,407+32.4% |
| Admin fee / account holder | $80 | $5,336-98.5% | $5,150-98.4% | $12,270-99.3% |