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 8-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 | $44,158 | $126,574-65.1% | $106,213-58.4% | $145,922-69.7% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 14.45% | 224.79%-210.3pp | 116.14%-101.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,850 | $3,730-50.4% | $3,171-41.7% | $4,660-60.3% |
| Participant deferral / active EE | $3,767 | $5,724-34.2% | $5,016-24.9% | $6,688-43.7% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |