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 | $56,522 | $115,770-51.2% | $101,248-44.2% | $158,922-64.4% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 16.61% | 56.14%-39.5pp | 46.47%-29.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $3,913 | $4,175-6.3% | $3,660+6.9% | $4,761-17.8% |
| Participant deferral / active EE | $3,564 | $4,957-28.1% | $4,370-18.5% | $5,982-40.4% |
| Admin fee / account holder | $32 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |