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 | $21,462 | $92,222-76.7% | $76,768-72.0% | $135,375-84.1% |
| Participation rate | 86.7% | 79.8%+6.9pp | 77.0%+9.7pp | 82.6%+4.0pp |
| Annual return | 62.77% | 5.46%+57.3pp | 2.43%+60.3pp | 519.73%-457.0pp |
| Employer contribution / active EE | $2,451 | $3,216-23.8% | $2,485-1.4% | $4,779-48.7% |
| Participant deferral / active EE | $3,783 | $4,509-16.1% | $3,852-1.8% | $5,609-32.5% |
| Admin fee / account holder | $9 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |